Ameriprise
SCHI icon

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

Ameriprise’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
2026
Q1 		$36.3M Buy
1,603,736
+353,250
+28% +$8.1M 0.01% 1040
2025
Q4 		$28.7M Buy
1,250,486
+814,056
+187% +$18.8M 0.01% 1166
2025
Q3 		$10.1M Buy
436,430
+59,747
+16% +$1.36M ﹤0.01% 1905
2025
Q2 		$8.57M Buy
376,683
+139,329
+59% +$3.11M ﹤0.01% 1931
2025
Q1 		$5.33M Sell
237,354
-125,258
-35% -$2.79M ﹤0.01% 2265
2024
Q4 		$8M Buy
362,612
+57,642
+19% +$1.3M ﹤0.01% 1984
2024
Q3 		$7.04M Buy
304,970
+34,774
+13% +$788K ﹤0.01% 2120
2024
Q2 		$5.96M Buy
270,196
+21,526
+9% +$472K ﹤0.01% 2174
2024
Q1 		$5.53M Buy
248,670
+221,382
+811% +$4.92M ﹤0.01% 2297
2023
Q4 		$613K Buy
27,288
+950
+4% +$20.3K ﹤0.01% 3367
2023
Q3 		$556K Buy
26,338
+15,842
+151% +$343K ﹤0.01% 3370
2023
Q2 		$231K Buy
+10,496
New +$232K ﹤0.01% 3688

Other funds holding SCHI

CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.2B AUM 18.32% 1-Year Est. Return
RIG
RiverFront Investment Group Richmond, Virginia $6.46B AUM 18.45% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Raymond James Financial
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
PC
Permanens Capital New York $776M AUM 30.08% 1-Year Est. Return
LAM
L2 Asset Management Wayland, Massachusetts $1.05B AUM 29.07% 1-Year Est. Return
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
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return