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

Apexium Financial’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	$206K	Buy	+8,925	New	+$204K	0.01%	281

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

Apexium Financial's SCHI Position: Q3 2025 in Review

Apexium Financial opened a new position in Schwab 5-10 Year Corporate Bond ETF (SCHI) in Q3 2025: 8,925 shares worth $206K. The stake represents 0.01% of the portfolio and ranks #281 among its holdings.

223 funds tracked by Wall St. Rank hold SCHI as of Q3 2025.

Apexium Financial held 8,925 shares of Schwab 5-10 Year Corporate Bond ETF worth $206K as of Q3 2025.
Schwab 5-10 Year Corporate Bond ETF was a new Apexium Financial position in Q3 2025.
Schwab 5-10 Year Corporate Bond ETF made up 0.01% of Apexium Financial's portfolio in Q3 2025, its #281 holding.
223 funds tracked by Wall St. Rank held Schwab 5-10 Year Corporate Bond ETF as of Q3 2025.

Based on Apexium Financial's 13F filing for Q3 2025, filed 18 Nov 2025.