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Crews Bank & Trust’s Schwab 5-10 Year Corporate Bond ETF SCHI Stock Holding History

Crews Bank & Trust’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
-60
Closed -$1.39K – 651
2025
Q3 		$1.39K Buy
+60
New +$1.37K ﹤0.01% 613
2025
Q2 		– Sell
-660
Closed -$14.8K – 637
2025
Q1 		$14.8K Hold
660
– – ﹤0.01% 477
2024
Q4 		$14.6K Buy
+660
New +$14.8K ﹤0.01% 478

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
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

Crews Bank & Trust's SCHI Position: Q4 2025 in Review

Crews Bank & Trust sold out of Schwab 5-10 Year Corporate Bond ETF (SCHI) in Q4 2025, closing a stake of 60 shares — an estimated $1.39K sold.

Crews Bank & Trust first reported a position in SCHI in Q4 2024 and held it in 3 quarters. The position peaked at $14.8K in Q1 2025. 230 funds tracked by Wall St. Rank hold SCHI as of Q4 2025.

  • Crews Bank & Trust reported no remaining Schwab 5-10 Year Corporate Bond ETF position as of Q4 2025 after selling out during the quarter.
  • Crews Bank & Trust sold 60 Schwab 5-10 Year Corporate Bond ETF shares in Q4 2025, an estimated $1.39K.
  • Crews Bank & Trust first reported a position in Schwab 5-10 Year Corporate Bond ETF in Q4 2024 and held it in 3 quarters.
  • Crews Bank & Trust's Schwab 5-10 Year Corporate Bond ETF position peaked at $14.8K in Q1 2025.
  • 230 funds tracked by Wall St. Rank held Schwab 5-10 Year Corporate Bond ETF as of Q4 2025.

Based on Crews Bank & Trust's 13F filing for Q4 2025, filed 21 Jan 2026.