CFS
SCHI icon

Compass Financial Services’s Schwab 5-10 Year Corporate Bond ETF SCHI Stock Holding History

Compass Financial Services’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 		– Sell
-38
Closed -$877 – 321
2025
Q3 		$877 Buy
+38
New +$868 ﹤0.01% 292

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 22.9% 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
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 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
LAM
L2 Asset Management Wayland, Massachusetts $963M AUM 38.06% 1-Year Est. Return

Compass Financial Services's SCHI Position: Q4 2025 in Review

Compass Financial Services sold out of Schwab 5-10 Year Corporate Bond ETF (SCHI) in Q4 2025, closing a stake of 38 shares — an estimated $877 sold.

Compass Financial Services first reported a position in SCHI in Q3 2025 and held it in 1 quarter. The position peaked at $877 in Q3 2025. 230 funds tracked by Wall St. Rank hold SCHI as of Q4 2025.

  • Compass Financial Services reported no remaining Schwab 5-10 Year Corporate Bond ETF position as of Q4 2025 after selling out during the quarter.
  • Compass Financial Services sold 38 Schwab 5-10 Year Corporate Bond ETF shares in Q4 2025, an estimated $877.
  • Compass Financial Services first reported a position in Schwab 5-10 Year Corporate Bond ETF in Q3 2025 and held it in 1 quarter.
  • Compass Financial Services's Schwab 5-10 Year Corporate Bond ETF position peaked at $877 in Q3 2025.
  • 230 funds tracked by Wall St. Rank held Schwab 5-10 Year Corporate Bond ETF as of Q4 2025.

Based on Compass Financial Services's 13F filing for Q4 2025, filed 27 Feb 2026.