CWM
SCHI icon

Congress Wealth Management’s Schwab 5-10 Year Corporate Bond ETF SCHI Stock Holding History

Congress Wealth Management’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 		$475K Buy
20,859
+46
+0.2% +$1.03K ﹤0.01% 943
2025
Q1 		$466K Buy
+20,813
New +$463K 0.01% 834

Other funds holding SCHI

RIG
RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 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
SLWA
San Luis Wealth Advisors San Luis Obispo, California $664M AUM 19.82% 1-Year Est. Return
LAM
L2 Asset Management Wayland, Massachusetts $963M AUM 38.06% 1-Year Est. Return

Congress Wealth Management's SCHI Position: Q2 2025 in Review

Congress Wealth Management increased its Schwab 5-10 Year Corporate Bond ETF (SCHI) stake by 0.22% in Q2 2025, buying an estimated $1.03K and bringing the position to 20,859 shares worth $475K. The position accounts for ﹤0.01% of the portfolio, ranked #943.

Congress Wealth Management first reported a position in SCHI in Q1 2025 and has held it in 2 quarters since. 226 funds tracked by Wall St. Rank hold SCHI as of Q2 2025.

  • Congress Wealth Management held 20,859 shares of Schwab 5-10 Year Corporate Bond ETF worth $475K as of Q2 2025.
  • Congress Wealth Management bought 46 Schwab 5-10 Year Corporate Bond ETF shares in Q2 2025, an estimated $1.03K.
  • Schwab 5-10 Year Corporate Bond ETF made up ﹤0.01% of Congress Wealth Management's portfolio in Q2 2025, its #943 holding.
  • Congress Wealth Management first reported a position in Schwab 5-10 Year Corporate Bond ETF in Q1 2025 and has held it in 2 quarters since.
  • 226 funds tracked by Wall St. Rank held Schwab 5-10 Year Corporate Bond ETF as of Q2 2025.

Based on Congress Wealth Management's 13F filing for Q2 2025, filed 13 Aug 2025.