CAL
SCHI icon

Capital Analysts LLC’s Schwab 5-10 Year Corporate Bond ETF SCHI Stock Holding History

Capital Analysts LLC’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
2026
Q1 		$363K Buy
16,014
+344
+2% +$7.89K 0.01% 523
2025
Q4 		$360K Buy
15,670
+119
+0.8% +$2.74K 0.01% 491
2025
Q3 		$359K Buy
15,551
+1,217
+8% +$27.8K 0.01% 476
2025
Q2 		$326K Buy
14,334
+29
+0.2% +$647 0.01% 453
2025
Q1 		$321K Sell
14,305
-36
-0.3% -$800 0.01% 438
2024
Q4 		$317K Sell
14,341
-3,901
-21% -$87.6K 0.01% 402
2024
Q3 		$421K Buy
18,242
+4,586
+34% +$104K 0.02% 353
2024
Q2 		$301K Buy
+13,656
New +$299K 0.01% 397

Other funds holding SCHI

CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.2B AUM 18.32% 1-Year Est. Return
RIG
RiverFront Investment Group Richmond, Virginia $6.46B AUM 18.45% 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
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return
BFG
Bouchey Financial Group Troy, New York $1.36B AUM 13.96% 1-Year Est. Return
PC
Permanens Capital New York $776M AUM 30.08% 1-Year Est. Return
LAM
L2 Asset Management Wayland, Massachusetts $1.05B AUM 29.07% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B 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