Campbell Wealth Management’s Schwab 5-10 Year Corporate Bond ETF SCHI Stock Holding History

Campbell Wealth 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
2024 Q4	$125M	Buy	5,681,777 +1,254,619	+28%	+$28.2M	11.29%	3
2024 Q3	$102M	Buy	+4,427,158	New	+$100M	9.1%	3
2024 Q2	–	Sell	-4,167,302	Closed	-$92.7M	–	87
2024 Q1	$92.7M	Buy	4,167,302 +3,545,586	+570%	+$78.7M	9.21%	3
2023 Q4	$14M	Buy	621,716 +10,006	+2%	+$214K	1.66%	16
2023 Q3	$12.9M	Sell	611,710 -8,832	-1%	-$191K	1.57%	17
2023 Q2	$13.7M	Buy	620,542 +25,384	+4%	+$562K	1.76%	15
2023 Q1	$13.3M	Buy	595,158 +21,548	+4%	+$475K	1.66%	17
2022 Q4	$12.4M	Buy	573,610 +21,474	+4%	+$459K	1.72%	17
2022 Q3	$11.6M	Buy	+552,136	New	+$12.3M	1.68%	18

Other funds holding SCHI

Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return

RIG

RiverFront Investment Group Richmond, Virginia $6.46B AUM 18.45% 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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

BFG

Bouchey Financial Group Troy, New York $1.36B AUM 13.96% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

SLWA

San Luis Wealth Advisors San Luis Obispo, California $664M AUM 19.82% 1-Year Est. Return

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

Campbell Wealth Management's SCHI Position: Q4 2024 in Review

Campbell Wealth Management increased its Schwab 5-10 Year Corporate Bond ETF (SCHI) stake by 28% in Q4 2024, buying an estimated $28.2M and bringing the position to 5,681,777 shares worth $125M. The position accounts for 11.29% of the portfolio, ranked #3.

Campbell Wealth Management first reported a position in SCHI in Q3 2022 and has held it in 9 quarters since. 208 funds tracked by Wall St. Rank hold SCHI as of Q4 2024.

Campbell Wealth Management held 5,681,777 shares of Schwab 5-10 Year Corporate Bond ETF worth $125M as of Q4 2024.
Campbell Wealth Management bought 1,254,619 Schwab 5-10 Year Corporate Bond ETF shares in Q4 2024, an estimated $28.2M.
Schwab 5-10 Year Corporate Bond ETF made up 11.29% of Campbell Wealth Management's portfolio in Q4 2024, its #3 holding.
Campbell Wealth Management first reported a position in Schwab 5-10 Year Corporate Bond ETF in Q3 2022 and has held it in 9 quarters since.
208 funds tracked by Wall St. Rank held Schwab 5-10 Year Corporate Bond ETF as of Q4 2024.

Based on Campbell Wealth Management's 13F filing for Q4 2024, filed 30 Jan 2025.