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

Capital Performance 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
Q2 		– Sell
-23,280
Closed -$523K – 309
2025
Q1 		$523K Buy
+23,280
New +$518K 0.11% 98

Other funds holding SCHI

RIG
RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return
Raymond James Financial
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
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
SLWA
San Luis Wealth Advisors San Luis Obispo, California $664M AUM 19.82% 1-Year Est. Return
LAM
L2 Asset Management Wayland, Massachusetts $963M AUM 38.06% 1-Year Est. Return

Capital Performance Advisors's SCHI Position: Q2 2025 in Review

Capital Performance Advisors sold out of Schwab 5-10 Year Corporate Bond ETF (SCHI) in Q2 2025, closing a stake of 23,280 shares — an estimated $523K sold.

Capital Performance Advisors first reported a position in SCHI in Q1 2025 and held it in 1 quarter. The position peaked at $523K in Q1 2025. 226 funds tracked by Wall St. Rank hold SCHI as of Q2 2025.

  • Capital Performance Advisors reported no remaining Schwab 5-10 Year Corporate Bond ETF position as of Q2 2025 after selling out during the quarter.
  • Capital Performance Advisors sold 23,280 Schwab 5-10 Year Corporate Bond ETF shares in Q2 2025, an estimated $523K.
  • Capital Performance Advisors first reported a position in Schwab 5-10 Year Corporate Bond ETF in Q1 2025 and held it in 1 quarter.
  • Capital Performance Advisors's Schwab 5-10 Year Corporate Bond ETF position peaked at $523K in Q1 2025.
  • 226 funds tracked by Wall St. Rank held Schwab 5-10 Year Corporate Bond ETF as of Q2 2025.

Based on Capital Performance Advisors's 13F filing for Q2 2025, filed 4 Aug 2025.