Adams Wealth Management’s Schwab 5-10 Year Corporate Bond ETF SCHI Stock Holding History

Adams Wealth Management’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
2025 Q1	–	Sell	-76,853	Closed	-$1.7M	–	153
2024 Q4	$1.7M	Buy	76,853 +18,345	+31%	+$412K	0.32%	55
2024 Q3	$1.35M	Buy	58,508 +34	+0.1%	+$771	0.29%	52
2024 Q2	$1.29M	Buy	58,474 +21,996	+60%	+$482K	0.3%	51
2024 Q1	$811K	Buy	36,478 +3,636	+11%	+$80.7K	0.2%	66
2023 Q4	$738K	Sell	32,842 -12,490	-28%	-$267K	0.22%	68
2023 Q3	$957K	Sell	45,332 -7,524	-14%	-$163K	0.32%	52
2023 Q2	$1.16M	Sell	52,856 -2,436	-4%	-$54K	0.36%	47
2023 Q1	$1.23M	Sell	55,292 -45,460	-45%	-$1M	0.4%	34
2022 Q4	$2.17M	Sell	100,752 -125,164	-55%	-$2.68M	0.77%	21
2022 Q3	$4.75M	Buy	+225,916	New	+$5.04M	1.78%	10

Other funds holding SCHI

RIG

RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

BFG

Bouchey Financial Group Troy, New York $1.55B AUM 29.02% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

SLWA

San Luis Wealth Advisors San Luis Obispo, California $664M AUM 19.82% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

LAM

L2 Asset Management Wayland, Massachusetts $963M AUM 38.06% 1-Year Est. Return

Adams Wealth Management's SCHI Position: Q1 2025 in Review

Adams Wealth Management sold out of Schwab 5-10 Year Corporate Bond ETF (SCHI) in Q1 2025, closing a stake of 76,853 shares — an estimated $1.7M sold.

Adams Wealth Management first reported a position in SCHI in Q3 2022 and held it in 10 quarters. The position peaked at $4.75M in Q3 2022. 214 funds tracked by Wall St. Rank hold SCHI as of Q1 2025.

Adams Wealth Management reported no remaining Schwab 5-10 Year Corporate Bond ETF position as of Q1 2025 after selling out during the quarter.
Adams Wealth Management sold 76,853 Schwab 5-10 Year Corporate Bond ETF shares in Q1 2025, an estimated $1.7M.
Adams Wealth Management first reported a position in Schwab 5-10 Year Corporate Bond ETF in Q3 2022 and held it in 10 quarters.
Adams Wealth Management's Schwab 5-10 Year Corporate Bond ETF position peaked at $4.75M in Q3 2022.
214 funds tracked by Wall St. Rank held Schwab 5-10 Year Corporate Bond ETF as of Q1 2025.

Based on Adams Wealth Management's 13F filing for Q1 2025, filed 13 May 2025.