CAPTRUST Financial Advisors
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CAPTRUST Financial Advisors’s Schwab 5-10 Year Corporate Bond ETF SCHI Stock Holding History

CAPTRUST Financial 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 		$165M Buy
2025
Q1 		$142M Buy
2024
Q4 		$591K Buy
2024
Q3 		$543K Sell
2024
Q2 		$584K Buy
2024
Q1 		$527K Buy
2023
Q3 		– Sell
2023
Q2 		$240K Buy
2022
Q3 		– Sell
2022
Q2 		$0 Buy