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West Wealth Group’s Schwab 5-10 Year Corporate Bond ETF SCHI Stock Holding History

West Wealth Group’s Portfolio SCHI Stock Details SCHI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-80,088
Closed -$1.8M – 90
2023
Q4 		$1.8M Buy
80,088
+1,600
+2% +$34.3K 0.71% 22
2023
Q3 		$1.66M Buy
+78,488
New +$1.7M 0.72% 22
2022
Q4 		– Sell
-23,140
Closed -$486K – 76
2022
Q3 		$486K Buy
+23,140
New +$516K 0.25% 34

Other funds holding SCHI

CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
RIG
RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
CWM
Campbell Wealth Management Alexandria, Virginia $1.11B AUM 14.16% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
OAJ
Ogorek Anthony Joseph Williamsville, New York $403M AUM 22.57% 1-Year Est. Return

West Wealth Group's SCHI Position: Q1 2024 in Review

West Wealth Group sold out of Schwab 5-10 Year Corporate Bond ETF (SCHI) in Q1 2024, closing a stake of 80,088 shares — an estimated $1.8M sold.

West Wealth Group first reported a position in SCHI in Q3 2022 and held it in 3 quarters. The position peaked at $1.8M in Q4 2023. 184 funds tracked by Wall St. Rank hold SCHI as of Q1 2024.

  • West Wealth Group reported no remaining Schwab 5-10 Year Corporate Bond ETF position as of Q1 2024 after selling out during the quarter.
  • West Wealth Group sold 80,088 Schwab 5-10 Year Corporate Bond ETF shares in Q1 2024, an estimated $1.8M.
  • West Wealth Group first reported a position in Schwab 5-10 Year Corporate Bond ETF in Q3 2022 and held it in 3 quarters.
  • West Wealth Group's Schwab 5-10 Year Corporate Bond ETF position peaked at $1.8M in Q4 2023.
  • 184 funds tracked by Wall St. Rank held Schwab 5-10 Year Corporate Bond ETF as of Q1 2024.

Based on West Wealth Group's 13F filing for Q1 2024, filed 8 May 2024.