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

AlphaStar Capital 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 Q3	–	Sell	-203,747	Closed	-$4.64M	–	331
2025 Q2	$4.64M	Buy	+203,747	New	+$4.55M	0.33%	57
2024 Q4	–	Sell	-140,004	Closed	-$3.23M	–	347
2024 Q3	$3.23M	Buy	140,004 +8,096	+6%	+$184K	0.26%	59
2024 Q2	$2.91M	Buy	131,908 +10,680	+9%	+$234K	0.27%	52
2024 Q1	$2.7M	Buy	121,228 +11,310	+10%	+$251K	0.28%	51
2023 Q4	$2.47M	Buy	109,918 +9,004	+9%	+$193K	0.23%	56
2023 Q3	$2.13M	Buy	+100,914	New	+$2.18M	0.27%	47

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

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

Gunma Bank Gunma, Japan $319M AUM 1.17% 1-Year Est. Return

LAM

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

AlphaStar Capital Management's SCHI Position: Q3 2025 in Review

AlphaStar Capital Management sold out of Schwab 5-10 Year Corporate Bond ETF (SCHI) in Q3 2025, closing a stake of 203,747 shares — an estimated $4.64M sold.

AlphaStar Capital Management first reported a position in SCHI in Q3 2023 and held it in 6 quarters. The position peaked at $4.64M in Q2 2025. 223 funds tracked by Wall St. Rank hold SCHI as of Q3 2025.

AlphaStar Capital Management reported no remaining Schwab 5-10 Year Corporate Bond ETF position as of Q3 2025 after selling out during the quarter.
AlphaStar Capital Management sold 203,747 Schwab 5-10 Year Corporate Bond ETF shares in Q3 2025, an estimated $4.64M.
AlphaStar Capital Management first reported a position in Schwab 5-10 Year Corporate Bond ETF in Q3 2023 and held it in 6 quarters.
AlphaStar Capital Management's Schwab 5-10 Year Corporate Bond ETF position peaked at $4.64M in Q2 2025.
223 funds tracked by Wall St. Rank held Schwab 5-10 Year Corporate Bond ETF as of Q3 2025.

Based on AlphaStar Capital Management's 13F filing for Q3 2025, filed 13 Nov 2025.