Clearview Wealth Advisors’s Schwab 5-10 Year Corporate Bond ETF SCHI Stock Holding History

Clearview Wealth 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 Q4	$213K	Buy	+9,289	New	+$214K	0.14%	100
2025 Q3	–	Sell	-9,410	Closed	-$214K	–	104
2025 Q2	$214K	Sell	9,410 -96	-1%	-$2.14K	0.15%	99
2025 Q1	$214K	Sell	9,506 -535	-5%	-$11.9K	0.16%	98
2024 Q4	$222K	Buy	10,041 +1,075	+12%	+$24.2K	0.17%	91
2024 Q3	$207K	Sell	8,966 -3,342	-27%	-$75.8K	0.16%	93
2024 Q2	$271K	Sell	12,308 -9,772	-44%	-$214K	0.24%	81
2024 Q1	$491K	Buy	22,080 +5,168	+31%	+$115K	0.5%	46
2023 Q4	$380K	Buy	16,912 +3,282	+24%	+$70.3K	0.44%	72
2023 Q3	$288K	Buy	13,630 +13,146	+2,716%	+$284K	0.36%	92
2023 Q2	$10.7K	Buy	484 +4	+0.8%	+$89	0.01%	357
2023 Q1	$10.7K	Sell	480 -3,264	-87%	-$72K	0.01%	357
2022 Q4	$80.7K	Sell	3,744 -12,324	-77%	-$264K	0.06%	133
2022 Q3	$338K	Buy	16,068 +15,686	+4,106%	+$350K	0.27%	61
2022 Q2	$9K	Buy	382 +2	+0.5%	+$45	0.01%	369
2022 Q1	$9K	Sell	380 -458	-55%	-$11.3K	0.01%	400
2021 Q4	$22K	Sell	838 -38	-4%	-$984	0.01%	324
2021 Q3	$23K	Buy	876 +4	+0.5%	+$106	0.01%	318
2021 Q2	$23K	Sell	872 -130,048	-99%	-$3.38M	0.01%	323
2021 Q1	$3.36M	Buy	+130,920	New	+$3.44M	2.18%	9

Other funds holding SCHI

RIG

RiverFront Investment Group Richmond, Virginia $6.46B AUM 18.45% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

LAM

L2 Asset Management Wayland, Massachusetts $1.05B AUM 29.07% 1-Year Est. Return

Clearview Wealth Advisors's SCHI Position: Q4 2025 in Review

Clearview Wealth Advisors opened a new position in Schwab 5-10 Year Corporate Bond ETF (SCHI) in Q4 2025: 9,289 shares worth $213K. The stake represents 0.14% of the portfolio and ranks #100 among its holdings. This is a return to the name: Clearview Wealth Advisors previously reported a position in SCHI as recently as Q2 2025.

Clearview Wealth Advisors first reported a position in SCHI in Q1 2021 and has held it in 19 quarters since. The position peaked at $3.36M in Q1 2021. 229 funds tracked by Wall St. Rank hold SCHI as of Q4 2025.

Clearview Wealth Advisors held 9,289 shares of Schwab 5-10 Year Corporate Bond ETF worth $213K as of Q4 2025.
Schwab 5-10 Year Corporate Bond ETF was a new Clearview Wealth Advisors position in Q4 2025.
Schwab 5-10 Year Corporate Bond ETF made up 0.14% of Clearview Wealth Advisors's portfolio in Q4 2025, its #100 holding.
Clearview Wealth Advisors first reported a position in Schwab 5-10 Year Corporate Bond ETF in Q1 2021 and has held it in 19 quarters since.
Clearview Wealth Advisors's Schwab 5-10 Year Corporate Bond ETF position peaked at $3.36M in Q1 2021.
229 funds tracked by Wall St. Rank held Schwab 5-10 Year Corporate Bond ETF as of Q4 2025.

Based on Clearview Wealth Advisors's 13F filing for Q4 2025, filed 17 Feb 2026.