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

Destination 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
Q3 		– Sell
-8,950
Closed -$204K – 311
2025
Q2 		$204K Buy
+8,950
New +$200K 0.01% 246

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Envestnet Asset Management
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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
GB
Gunma Bank Gunma, Japan $319M AUM 1.17% 1-Year Est. Return
LAM
L2 Asset Management Wayland, Massachusetts $963M AUM 38.06% 1-Year Est. Return

Destination Wealth Management's SCHI Position: Q3 2025 in Review

Destination Wealth Management sold out of Schwab 5-10 Year Corporate Bond ETF (SCHI) in Q3 2025, closing a stake of 8,950 shares — an estimated $204K sold.

Destination Wealth Management first reported a position in SCHI in Q2 2025 and held it in 1 quarter. The position peaked at $204K in Q2 2025. 223 funds tracked by Wall St. Rank hold SCHI as of Q3 2025.

  • Destination Wealth Management reported no remaining Schwab 5-10 Year Corporate Bond ETF position as of Q3 2025 after selling out during the quarter.
  • Destination Wealth Management sold 8,950 Schwab 5-10 Year Corporate Bond ETF shares in Q3 2025, an estimated $204K.
  • Destination Wealth Management first reported a position in Schwab 5-10 Year Corporate Bond ETF in Q2 2025 and held it in 1 quarter.
  • Destination Wealth Management's Schwab 5-10 Year Corporate Bond ETF position peaked at $204K in Q2 2025.
  • 223 funds tracked by Wall St. Rank held Schwab 5-10 Year Corporate Bond ETF as of Q3 2025.

Based on Destination Wealth Management's 13F filing for Q3 2025, filed 14 Nov 2025.