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Berkshire Money Management’s Schwab 5-10 Year Corporate Bond ETF SCHI Stock Holding History

Berkshire Money 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
-1,699
Closed -$38.7K – 117
2025
Q2 		$38.7K Buy
+1,699
New +$37.9K ﹤0.01% 141

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 $57.3B 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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B 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
GB
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

Berkshire Money Management's SCHI Position: Q3 2025 in Review

Berkshire Money Management sold out of Schwab 5-10 Year Corporate Bond ETF (SCHI) in Q3 2025, closing a stake of 1,699 shares — an estimated $38.7K sold.

Berkshire Money Management first reported a position in SCHI in Q2 2025 and held it in 1 quarter. The position peaked at $38.7K in Q2 2025. 223 funds tracked by Wall St. Rank hold SCHI as of Q3 2025.

  • Berkshire Money Management reported no remaining Schwab 5-10 Year Corporate Bond ETF position as of Q3 2025 after selling out during the quarter.
  • Berkshire Money Management sold 1,699 Schwab 5-10 Year Corporate Bond ETF shares in Q3 2025, an estimated $38.7K.
  • Berkshire Money Management first reported a position in Schwab 5-10 Year Corporate Bond ETF in Q2 2025 and held it in 1 quarter.
  • Berkshire Money Management's Schwab 5-10 Year Corporate Bond ETF position peaked at $38.7K in Q2 2025.
  • 223 funds tracked by Wall St. Rank held Schwab 5-10 Year Corporate Bond ETF as of Q3 2025.

Based on Berkshire Money Management's 13F filing for Q3 2025, filed 14 Oct 2025.