Delta Financial Group’s Schwab 5-10 Year Corporate Bond ETF SCHI Stock Holding History

Delta Financial 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 Q1	$230K	Buy	10,296 +92	+0.9%	+$2.05K	0.05%	229
2024 Q4	$225K	Buy	+10,204	New	+$229K	0.05%	228
2024 Q2	–	Sell	-9,782	Closed	-$218K	–	213
2024 Q1	$218K	Buy	+9,782	New	+$217K	0.06%	210

Other funds holding SCHI

RIG

RiverFront Investment Group Richmond, Virginia $6.46B AUM 18.45% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

BFG

Bouchey Financial Group Troy, New York $1.36B AUM 13.96% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

SLWA

San Luis Wealth Advisors San Luis Obispo, California $664M AUM 19.82% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

LAM

L2 Asset Management Wayland, Massachusetts $1.05B AUM 29.07% 1-Year Est. Return

Delta Financial Group's SCHI Position: Q1 2025 in Review

Delta Financial Group increased its Schwab 5-10 Year Corporate Bond ETF (SCHI) stake by 0.9% in Q1 2025, buying an estimated $2.05K and bringing the position to 10,296 shares worth $230K. The position accounts for 0.05% of the portfolio, ranked #229.

Delta Financial Group first reported a position in SCHI in Q1 2024 and has held it in 3 quarters since. 213 funds tracked by Wall St. Rank hold SCHI as of Q1 2025.

Delta Financial Group held 10,296 shares of Schwab 5-10 Year Corporate Bond ETF worth $230K as of Q1 2025.
Delta Financial Group bought 92 Schwab 5-10 Year Corporate Bond ETF shares in Q1 2025, an estimated $2.05K.
Schwab 5-10 Year Corporate Bond ETF made up 0.05% of Delta Financial Group's portfolio in Q1 2025, its #229 holding.
Delta Financial Group first reported a position in Schwab 5-10 Year Corporate Bond ETF in Q1 2024 and has held it in 3 quarters since.
213 funds tracked by Wall St. Rank held Schwab 5-10 Year Corporate Bond ETF as of Q1 2025.

Based on Delta Financial Group's 13F filing for Q1 2025, filed 9 May 2025.