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

RiverFront Investment Group Richmond, Virginia $6.46B AUM 18.45% 1-Year Est. Return

CAPTRUST Financial Advisors

CAPTRUST Financial Advisors Raleigh, North Carolina $57.2B 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

Bouchey Financial Group Troy, New York $1.36B AUM 13.96% 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

Janney Montgomery Scott

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

L2 Asset Management Wayland, Massachusetts $1.05B AUM 29.07% 1-Year Est. Return