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

Atria Investments’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
-46,395
Closed -$1.07M – 2119
2025
Q3 		$1.07M Sell
46,395
-64,848
-58% -$1.48M 0.01% 1021
2025
Q2 		$2.53M Sell
111,243
-19,426
-15% -$433K 0.03% 625
2025
Q1 		$2.93M Sell
130,669
-676
-0.5% -$15K 0.04% 552
2024
Q4 		$2.9M Buy
131,345
+95,947
+271% +$2.16M 0.04% 537
2024
Q3 		$817K Buy
35,398
+23,722
+203% +$538K 0.01% 1083
2024
Q2 		$257K Buy
+11,676
New +$256K ﹤0.01% 1679

Other funds holding SCHI

RIG
RiverFront Investment Group Richmond, Virginia $6.46B AUM 18.45% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.2B AUM 18.32% 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
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 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
Janney Montgomery Scott
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