Cetera Investment Advisers
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Cetera Investment Advisers’s Schwab 5-10 Year Corporate Bond ETF SCHI Stock Holding History

Cetera Investment Advisers’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 		$6.42M Buy
282,903
+24,575
+10% +$564K 0.01% 1336
2025
Q4 		$5.93M Buy
258,328
+30,869
+14% +$712K 0.01% 1346
2025
Q3 		$5.25M Buy
227,459
+18,414
+9% +$420K 0.01% 1375
2025
Q2 		$4.76M Buy
209,045
+466
+0.2% +$10.4K 0.01% 1226
2025
Q1 		$4.68M Buy
208,579
+11,739
+6% +$261K 0.01% 1157
2024
Q4 		$4.34M Buy
196,840
+24,124
+14% +$542K 0.01% 1114
2024
Q3 		$3.99M Buy
172,716
+8,574
+5% +$194K 0.01% 1131
2024
Q2 		$3.62M Sell
164,142
-2,344
-1% -$51.4K 0.01% 1179
2024
Q1 		$3.7M Buy
+166,486
New +$3.7M 0.01% 1148
2023
Q4 		– Sell
-18,244
Closed -$385K – 2342
2023
Q3 		$385K Buy
18,244
+1,606
+10% +$34.7K ﹤0.01% 1571
2023
Q2 		$366K Buy
+16,638
New +$369K ﹤0.01% 1616

Other funds holding SCHI

CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.2B AUM 18.32% 1-Year Est. Return
RIG
RiverFront Investment Group Richmond, Virginia $6.46B AUM 18.45% 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
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return
BFG
Bouchey Financial Group Troy, New York $1.36B AUM 13.96% 1-Year Est. Return
PC
Permanens Capital New York $776M AUM 30.08% 1-Year Est. Return
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