Carson Wealth (CWM LLC)
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Carson Wealth (CWM LLC)’s Schwab 5-10 Year Corporate Bond ETF SCHI Stock Holding History

Carson Wealth (CWM 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 		$327K Sell
14,423
-1,028
-7% -$23.6K ﹤0.01% 2320
2025
Q4 		$355K Buy
15,451
+8,951
+138% +$206K ﹤0.01% 2150
2025
Q3 		$150K Buy
6,500
+380
+6% +$8.68K ﹤0.01% 2670
2025
Q2 		$139K Sell
6,120
-189
-3% -$4.22K ﹤0.01% 2453
2025
Q1 		$142K Buy
6,309
+369
+6% +$8.21K ﹤0.01% 2145
2024
Q4 		$131K Sell
5,940
-3,036
-34% -$68.2K ﹤0.01% 2106
2024
Q3 		$207K Buy
8,976
+8,202
+1,060% +$186K ﹤0.01% 1738
2024
Q2 		$17K Buy
774
+468
+153% +$10.3K ﹤0.01% 3234
2024
Q1 		$7K Sell
306
-98
-24% -$2.18K ﹤0.01% 3535
2023
Q4 		$9K Buy
404
+118
+41% +$2.53K ﹤0.01% 3252
2023
Q3 		$6K Hold
286
– – ﹤0.01% 3399
2023
Q2 		$6K Buy
+286
New +$6.33K ﹤0.01% 3376
2022
Q3 		– Sell
-534
Closed -$12K – 4157
2022
Q2 		$12K Sell
534
-1,024
-66% -$23.3K ﹤0.01% 2482
2022
Q1 		$37K Buy
1,558
+544
+54% +$13.4K ﹤0.01% 1754
2021
Q4 		$26K Buy
+1,014
New +$26.3K ﹤0.01% 1854

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Ameriprise
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BFG
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PC
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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