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

Bristlecone 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 Q3	$299K	Buy	12,969 +162	+1%	+$3.7K	0.03%	201
2025 Q2	$291K	Buy	12,807 +161	+1%	+$3.59K	0.02%	189
2025 Q1	$284K	Sell	12,646 -306	-2%	-$6.8K	0.02%	241
2024 Q4	$286K	Buy	12,952 +210	+2%	+$4.72K	0.02%	246
2024 Q3	$294K	Sell	12,742 -170	-1%	-$3.85K	0.02%	242
2024 Q2	$285K	Sell	12,912 -228	-2%	-$5K	0.02%	239
2024 Q1	$292K	Buy	13,140 +108	+0.8%	+$2.4K	0.03%	232
2023 Q4	$293K	Buy	13,032 +220	+2%	+$4.71K	0.03%	232
2023 Q3	$270K	Buy	12,812 +160	+1%	+$3.46K	0.03%	219
2023 Q2	$279K	Buy	12,652 +3,332	+36%	+$73.8K	0.03%	224
2023 Q1	$208K	Buy	+9,320	New	+$206K	0.02%	255

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

Bristlecone Advisors's SCHI Position: Q3 2025 in Review

Bristlecone Advisors increased its Schwab 5-10 Year Corporate Bond ETF (SCHI) stake by 1.3% in Q3 2025, buying an estimated $3.7K and bringing the position to 12,969 shares worth $299K. The position accounts for 0.03% of the portfolio, ranked #201.

Bristlecone Advisors first reported a position in SCHI in Q1 2023 and has held it in 11 quarters since. 223 funds tracked by Wall St. Rank hold SCHI as of Q3 2025.

Bristlecone Advisors held 12,969 shares of Schwab 5-10 Year Corporate Bond ETF worth $299K as of Q3 2025.
Bristlecone Advisors bought 162 Schwab 5-10 Year Corporate Bond ETF shares in Q3 2025, an estimated $3.7K.
Schwab 5-10 Year Corporate Bond ETF made up 0.03% of Bristlecone Advisors's portfolio in Q3 2025, its #201 holding.
Bristlecone Advisors first reported a position in Schwab 5-10 Year Corporate Bond ETF in Q1 2023 and has held it in 11 quarters since.
223 funds tracked by Wall St. Rank held Schwab 5-10 Year Corporate Bond ETF as of Q3 2025.

Based on Bristlecone Advisors's 13F filing for Q3 2025, filed 24 Oct 2025.