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Christopher J. Hasenberg’s Schwab 5-10 Year Corporate Bond ETF SCHI Stock Holding History

Christopher J. Hasenberg’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 		$11.6M Buy
+511,211
New +$11.4M 4.32% 8

Other funds holding SCHI

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
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
BFG
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 $570B 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
SLWA
San Luis Wealth Advisors San Luis Obispo, California $664M AUM 19.82% 1-Year Est. Return
LAM
L2 Asset Management Wayland, Massachusetts $1.05B AUM 29.07% 1-Year Est. Return

Christopher J. Hasenberg's SCHI Position: Q2 2025 in Review

Christopher J. Hasenberg opened a new position in Schwab 5-10 Year Corporate Bond ETF (SCHI) in Q2 2025: 511,211 shares worth $11.6M. The stake represents 4.32% of the portfolio and ranks #8 among its holdings.

226 funds tracked by Wall St. Rank hold SCHI as of Q2 2025.

  • Christopher J. Hasenberg held 511,211 shares of Schwab 5-10 Year Corporate Bond ETF worth $11.6M as of Q2 2025.
  • Schwab 5-10 Year Corporate Bond ETF was a new Christopher J. Hasenberg position in Q2 2025.
  • Schwab 5-10 Year Corporate Bond ETF made up 4.32% of Christopher J. Hasenberg's portfolio in Q2 2025, its #8 holding.
  • 226 funds tracked by Wall St. Rank held Schwab 5-10 Year Corporate Bond ETF as of Q2 2025.

Based on Christopher J. Hasenberg's 13F filing for Q2 2025, filed 9 Jul 2025.