AlphaCore Capital’s Schwab 5-10 Year Corporate Bond ETF SCHI Stock Holding History

AlphaCore Capital’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 Q4	–	Sell	-13,066	Closed	-$302K	–	1456
2025 Q3	$302K	Buy	13,066 +12,263	+1,527%	+$280K	0.01%	588
2025 Q2	$18.3K	Buy	+803	New	+$17.9K	﹤0.01%	915
2025 Q1	–	Sell	-20	Closed	-$441	–	782
2024 Q4	$441	Sell	20 -3,982	-100%	-$89.5K	﹤0.01%	256
2024 Q3	$92.4K	Buy	4,002 +3,958	+8,995%	+$89.7K	0.02%	212
2024 Q2	$970	Sell	44 -1,316	-97%	-$28.9K	﹤0.01%	225
2024 Q1	$30.3K	Buy	+1,360	New	+$30.2K	0.01%	161
2023 Q3	–	Sell	-118	Closed	-$2.6K	–	378
2023 Q2	$2.6K	Buy	+118	New	+$2.61K	﹤0.01%	331

Other funds holding SCHI

RIG

RiverFront Investment Group Richmond, Virginia $6.46B AUM 18.45% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

BFG

Bouchey Financial Group Troy, New York $1.36B AUM 13.96% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

LAM

L2 Asset Management Wayland, Massachusetts $1.05B AUM 29.07% 1-Year Est. Return

AlphaCore Capital's SCHI Position: Q4 2025 in Review

AlphaCore Capital sold out of Schwab 5-10 Year Corporate Bond ETF (SCHI) in Q4 2025, closing a stake of 13,066 shares — an estimated $302K sold.

AlphaCore Capital first reported a position in SCHI in Q2 2023 and held it in 7 quarters. The position peaked at $302K in Q3 2025. 229 funds tracked by Wall St. Rank hold SCHI as of Q4 2025.

AlphaCore Capital reported no remaining Schwab 5-10 Year Corporate Bond ETF position as of Q4 2025 after selling out during the quarter.
AlphaCore Capital sold 13,066 Schwab 5-10 Year Corporate Bond ETF shares in Q4 2025, an estimated $302K.
AlphaCore Capital first reported a position in Schwab 5-10 Year Corporate Bond ETF in Q2 2023 and held it in 7 quarters.
AlphaCore Capital's Schwab 5-10 Year Corporate Bond ETF position peaked at $302K in Q3 2025.
229 funds tracked by Wall St. Rank held Schwab 5-10 Year Corporate Bond ETF as of Q4 2025.

Based on AlphaCore Capital's 13F filing for Q4 2025, filed 5 Feb 2026.