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

Bragg Financial Advisors’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
-10,497
Closed -$242K – 354
2025
Q3 		$242K Buy
+10,497
New +$240K 0.01% 328

Other funds holding SCHI

RIG
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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 $1.55B AUM 29.02% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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
LAM
L2 Asset Management Wayland, Massachusetts $1.05B AUM 29.07% 1-Year Est. Return

Bragg Financial Advisors's SCHI Position: Q4 2025 in Review

Bragg Financial Advisors sold out of Schwab 5-10 Year Corporate Bond ETF (SCHI) in Q4 2025, closing a stake of 10,497 shares — an estimated $242K sold.

Bragg Financial Advisors first reported a position in SCHI in Q3 2025 and held it in 1 quarter. The position peaked at $242K in Q3 2025. 229 funds tracked by Wall St. Rank hold SCHI as of Q4 2025.

  • Bragg Financial Advisors reported no remaining Schwab 5-10 Year Corporate Bond ETF position as of Q4 2025 after selling out during the quarter.
  • Bragg Financial Advisors sold 10,497 Schwab 5-10 Year Corporate Bond ETF shares in Q4 2025, an estimated $242K.
  • Bragg Financial Advisors first reported a position in Schwab 5-10 Year Corporate Bond ETF in Q3 2025 and held it in 1 quarter.
  • Bragg Financial Advisors's Schwab 5-10 Year Corporate Bond ETF position peaked at $242K in Q3 2025.
  • 229 funds tracked by Wall St. Rank held Schwab 5-10 Year Corporate Bond ETF as of Q4 2025.

Based on Bragg Financial Advisors's 13F filing for Q4 2025, filed 13 Feb 2026.