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Addison Advisors’s Schwab 5-10 Year Corporate Bond ETF SCHI Stock Holding History

Addison Advisors’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
Q2 		– Sell
-224
Closed -$5.03K – 921
2025
Q1 		$5.03K Hold
224
– – ﹤0.01% 670
2024
Q4 		$4.94K Hold
224
– – ﹤0.01% 676
2024
Q3 		$5.17K Sell
224
-2,918
-93% -$66.2K ﹤0.01% 666
2024
Q2 		$69.3K Buy
+3,142
New +$68.9K 0.02% 329
2024
Q1 		– Sell
-696
Closed -$15.6K – 733
2023
Q4 		$15.6K Buy
696
+668
+2,386% +$14.3K 0.01% 478
2023
Q3 		$591 Buy
+28
New +$606 ﹤0.01% 631

Other funds holding SCHI

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CAPTRUST Financial Advisors
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Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
BFG
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Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
SLWA
San Luis Wealth Advisors San Luis Obispo, California $604M AUM 15.93% 1-Year Est. Return
LAM
L2 Asset Management Wayland, Massachusetts $1.05B AUM 29.07% 1-Year Est. Return