Capital Investment Advisory Services’s Schwab 5-10 Year Corporate Bond ETF SCHI Stock Holding History

Capital Investment Advisory Services’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	-373	Closed	-$8.48K	–	1129
2025 Q2	$8.48K	Hold	373	–	–	﹤0.01%	949
2025 Q1	$8.37K	Hold	373	–	–	﹤0.01%	889
2024 Q4	$8.23K	Sell	373 -1	-0.3%	-$22	﹤0.01%	826
2024 Q3	$8.62K	Buy	374 +6	+2%	+$136	﹤0.01%	867
2024 Q2	$8.13K	Buy	368 +4	+1%	+$88	﹤0.01%	844
2024 Q1	$8.1K	Buy	364 +4	+1%	+$89	﹤0.01%	837
2023 Q4	$8.11K	Buy	+360	New	+$7.71K	﹤0.01%	854

Other funds holding SCHI

RIG

RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

BFG

Bouchey Financial Group Troy, New York $1.55B AUM 29.02% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

Gunma Bank Gunma, Japan $319M AUM 1.17% 1-Year Est. Return

LAM

L2 Asset Management Wayland, Massachusetts $963M AUM 38.06% 1-Year Est. Return

Capital Investment Advisory Services's SCHI Position: Q3 2025 in Review

Capital Investment Advisory Services sold out of Schwab 5-10 Year Corporate Bond ETF (SCHI) in Q3 2025, closing a stake of 373 shares — an estimated $8.48K sold.

Capital Investment Advisory Services first reported a position in SCHI in Q4 2023 and held it in 7 quarters. The position peaked at $8.62K in Q3 2024. 223 funds tracked by Wall St. Rank hold SCHI as of Q3 2025.

Capital Investment Advisory Services reported no remaining Schwab 5-10 Year Corporate Bond ETF position as of Q3 2025 after selling out during the quarter.
Capital Investment Advisory Services sold 373 Schwab 5-10 Year Corporate Bond ETF shares in Q3 2025, an estimated $8.48K.
Capital Investment Advisory Services first reported a position in Schwab 5-10 Year Corporate Bond ETF in Q4 2023 and held it in 7 quarters.
Capital Investment Advisory Services's Schwab 5-10 Year Corporate Bond ETF position peaked at $8.62K in Q3 2024.
223 funds tracked by Wall St. Rank held Schwab 5-10 Year Corporate Bond ETF as of Q3 2025.

Based on Capital Investment Advisory Services's 13F filing for Q3 2025, filed 5 Nov 2025.