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Client 1st Advisory Group’s Schwab 5-10 Year Corporate Bond ETF SCHI Stock Holding History

Client 1st Advisory Group’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
Q3 		– Sell
-11,000
Closed -$250K – 142
2025
Q2 		$250K Sell
11,000
-938
-8% -$20.9K 0.09% 112
2025
Q1 		$268K Sell
11,938
-1,026
-8% -$22.8K 0.1% 103
2024
Q4 		$286K Sell
12,964
-8,010
-38% -$180K 0.11% 103
2024
Q3 		$484K Sell
20,974
-1,254
-6% -$28.4K 0.19% 64
2024
Q2 		$490K Sell
22,228
-2,306
-9% -$50.6K 0.21% 60
2024
Q1 		$546K Buy
24,534
+2,310
+10% +$51.3K 0.25% 51
2023
Q4 		$499K Sell
22,224
-644
-3% -$13.8K 0.24% 53
2023
Q3 		$483K Buy
+22,868
New +$495K 0.26% 54
2023
Q1 		– Sell
-10,450
Closed -$225K – 95
2022
Q4 		$225K Sell
10,450
-1,908
-15% -$40.8K 0.13% 85
2022
Q3 		$260K Buy
+12,358
New +$276K 0.16% 68
2022
Q2 		– Sell
-20,822
Closed -$498K – 79
2022
Q1 		$498K Sell
20,822
-3,340
-14% -$82.5K 0.24% 48
2021
Q4 		$624K Sell
24,162
-11,694
-33% -$303K 0.3% 41
2021
Q3 		$936K Sell
35,856
-65,338
-65% -$1.72M 0.48% 31
2021
Q2 		$2.66M Sell
101,194
-80,592
-44% -$2.09M 1.38% 19
2021
Q1 		$4.67M Buy
+181,786
New +$4.77M 2.67% 12

Other funds holding SCHI

RIG
RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
BFG
Bouchey Financial Group Troy, New York $1.55B AUM 29.02% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
GB
Gunma Bank Gunma, Japan $319M AUM 1.17% 1-Year Est. Return
LAM
L2 Asset Management Wayland, Massachusetts $963M AUM 38.06% 1-Year Est. Return

Client 1st Advisory Group's SCHI Position: Q3 2025 in Review

Client 1st Advisory Group sold out of Schwab 5-10 Year Corporate Bond ETF (SCHI) in Q3 2025, closing a stake of 11,000 shares — an estimated $250K sold.

Client 1st Advisory Group first reported a position in SCHI in Q1 2021 and held it in 15 quarters. The position peaked at $4.67M in Q1 2021. 223 funds tracked by Wall St. Rank hold SCHI as of Q3 2025.

  • Client 1st Advisory Group reported no remaining Schwab 5-10 Year Corporate Bond ETF position as of Q3 2025 after selling out during the quarter.
  • Client 1st Advisory Group sold 11,000 Schwab 5-10 Year Corporate Bond ETF shares in Q3 2025, an estimated $250K.
  • Client 1st Advisory Group first reported a position in Schwab 5-10 Year Corporate Bond ETF in Q1 2021 and held it in 15 quarters.
  • Client 1st Advisory Group's Schwab 5-10 Year Corporate Bond ETF position peaked at $4.67M in Q1 2021.
  • 223 funds tracked by Wall St. Rank held Schwab 5-10 Year Corporate Bond ETF as of Q3 2025.

Based on Client 1st Advisory Group's 13F filing for Q3 2025, filed 17 Oct 2025.