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Colton Groome Financial Advisors’s Schwab 5-10 Year Corporate Bond ETF SCHI Stock Holding History

Colton Groome Financial 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
Q2 		– Sell
-20,121
Closed -$452K – 143
2025
Q1 		$452K Buy
+20,121
New +$447K 0.18% 76

Other funds holding SCHI

RIG
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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

Colton Groome Financial Advisors's SCHI Position: Q2 2025 in Review

Colton Groome Financial Advisors sold out of Schwab 5-10 Year Corporate Bond ETF (SCHI) in Q2 2025, closing a stake of 20,121 shares — an estimated $452K sold.

Colton Groome Financial Advisors first reported a position in SCHI in Q1 2025 and held it in 1 quarter. The position peaked at $452K in Q1 2025. 226 funds tracked by Wall St. Rank hold SCHI as of Q2 2025.

  • Colton Groome Financial Advisors reported no remaining Schwab 5-10 Year Corporate Bond ETF position as of Q2 2025 after selling out during the quarter.
  • Colton Groome Financial Advisors sold 20,121 Schwab 5-10 Year Corporate Bond ETF shares in Q2 2025, an estimated $452K.
  • Colton Groome Financial Advisors first reported a position in Schwab 5-10 Year Corporate Bond ETF in Q1 2025 and held it in 1 quarter.
  • Colton Groome Financial Advisors's Schwab 5-10 Year Corporate Bond ETF position peaked at $452K in Q1 2025.
  • 226 funds tracked by Wall St. Rank held Schwab 5-10 Year Corporate Bond ETF as of Q2 2025.

Based on Colton Groome Financial Advisors's 13F filing for Q2 2025, filed 16 Jul 2025.