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WR Wealth Planners’s Schwab 5-10 Year Corporate Bond ETF SCHI Stock Holding History

WR Wealth Planners’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
Q4 		$5.52K Sell
250
-134
-35% -$3.01K ﹤0.01% 681
2024
Q3 		$8.86K Hold
384
– – ﹤0.01% 651
2024
Q2 		$8.47K Hold
384
– – ﹤0.01% 630
2024
Q1 		$8.54K Buy
+384
New +$8.53K ﹤0.01% 629
2023
Q4 		– Sell
-564
Closed -$11.9K – 729
2023
Q3 		$11.9K Sell
564
-100
-15% -$2.16K ﹤0.01% 515
2023
Q2 		$14.6K Sell
664
-1,008
-60% -$22.3K 0.01% 482
2023
Q1 		$37.3K Hold
1,672
– – 0.02% 354
2022
Q4 		$36K Sell
1,672
-398
-19% -$8.51K 0.02% 188
2022
Q3 		$43.5K Sell
2,070
-326
-14% -$7.27K 0.03% 172
2022
Q2 		$53.4K Sell
2,396
-1,124
-32% -$25.6K 0.04% 162
2022
Q1 		$84.2K Buy
+3,520
New +$87K 0.05% 139

Other funds holding SCHI

Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.88B AUM 29.07% 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 $374B AUM 17.66% 1-Year Est. Return
CWM
Campbell Wealth Management Alexandria, Virginia $1.11B AUM 14.16% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
BFG
Bouchey Financial Group Troy, New York $1.55B AUM 29.02% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
SLWA
San Luis Wealth Advisors San Luis Obispo, California $664M AUM 19.82% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

WR Wealth Planners's SCHI Position: Q4 2024 in Review

WR Wealth Planners reduced its Schwab 5-10 Year Corporate Bond ETF (SCHI) stake by 35% in Q4 2024, selling an estimated $3.01K and leaving 250 shares worth $5.52K. The position accounts for ﹤0.01% of the portfolio, ranked #681.

WR Wealth Planners first reported a position in SCHI in Q1 2022 and has held it in 11 quarters since. The position peaked at $84.2K in Q1 2022. 208 funds tracked by Wall St. Rank hold SCHI as of Q4 2024.

  • WR Wealth Planners held 250 shares of Schwab 5-10 Year Corporate Bond ETF worth $5.52K as of Q4 2024.
  • WR Wealth Planners sold 134 Schwab 5-10 Year Corporate Bond ETF shares in Q4 2024, an estimated $3.01K.
  • Schwab 5-10 Year Corporate Bond ETF made up ﹤0.01% of WR Wealth Planners's portfolio in Q4 2024, its #681 holding.
  • WR Wealth Planners first reported a position in Schwab 5-10 Year Corporate Bond ETF in Q1 2022 and has held it in 11 quarters since.
  • WR Wealth Planners's Schwab 5-10 Year Corporate Bond ETF position peaked at $84.2K in Q1 2022.
  • 208 funds tracked by Wall St. Rank held Schwab 5-10 Year Corporate Bond ETF as of Q4 2024.

Based on WR Wealth Planners's 13F filing for Q4 2024, filed 5 Feb 2025.