Avantax Advisory Services’s Schwab 5-10 Year Corporate Bond ETF SCHI Stock Holding History
Bought
Maintained
Sold
Other funds holding SCHI
RIG
BFG
SLWA
LAM
Avantax Advisory Services's SCHI Position: Q2 2025 in Review
Avantax Advisory Services increased its Schwab 5-10 Year Corporate Bond ETF (SCHI) stake by 12% in Q2 2025, buying an estimated $30.3K and bringing the position to 12,788 shares worth $291K. The position accounts for ﹤0.01% of the portfolio, ranked #1928.
Avantax Advisory Services first reported a position in SCHI in Q1 2025 and has held it in 2 quarters since. 226 funds tracked by Wall St. Rank hold SCHI as of Q2 2025.
- Avantax Advisory Services held 12,788 shares of Schwab 5-10 Year Corporate Bond ETF worth $291K as of Q2 2025.
- Avantax Advisory Services bought 1,360 Schwab 5-10 Year Corporate Bond ETF shares in Q2 2025, an estimated $30.3K.
- Schwab 5-10 Year Corporate Bond ETF made up ﹤0.01% of Avantax Advisory Services's portfolio in Q2 2025, its #1928 holding.
- Avantax Advisory Services first reported a position in Schwab 5-10 Year Corporate Bond ETF in Q1 2025 and has held it in 2 quarters since.
- 226 funds tracked by Wall St. Rank held Schwab 5-10 Year Corporate Bond ETF as of Q2 2025.
Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.