Number of Shares
8.45 Mil
Current Holdings Value*
$189.88 Mil
% of Portfolio
4.25%
Total Estimate Gain
$-86.12 Mil
% of Total Estimate Gain
-30.62%

RiverFront Investment Group, LLC's Schwab 5-10 Year Corporate Bond ETF Holding Summary

As of 2025-03-31, RiverFront Investment Group, LLC held 8.45 Mil shares of Schwab 5-10 Year Corporate Bond ETF(SCHI), totaling $189.88 Mil. This investment constitutes 4.25% of their stock portfolio, and RiverFront Investment Group, LLC now holds 2.25% of the outstanding Schwab 5-10 Year Corporate Bond ETF(SCHI) stock.

The initial trade took place in 2024Q1. And since then RiverFront Investment Group, LLC has made 4 purchases of SCHI, at an average price of $32.61, for a total of 8.62 Mil shares. In addition, there have been 1 sales at an average price of $22.46 for 170,264.00 shares. Based on historical transaction data and SCHI's current price of $22.63, RiverFront Investment Group, LLC's estimated gain on his SCHI holdings is $-86.12 Mil, reflecting a -30.62% gain to date.

RiverFront Investment Group, LLC SCHI ($22.63) Holding Chart

RiverFront Investment Group, LLC SCHI ($22.63) Quarterly Buys and Sells

Period Bought/Sold (Sh.) % Change Qtr. End Shares Avrg. Price
Shares Bought 0 Average Price $-/Share
Shares Sold 0 Average Price $-/Share
Current Price $0.00 Total Estimated Gain 0 %

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