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

Element Wealth’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	–	Sell	-234	Closed	-$5.16K	–	260
2024 Q4	$5.16K	Hold	234	–	–	﹤0.01%	263
2024 Q3	$5.4K	Hold	234	–	–	﹤0.01%	260
2024 Q2	$5.16K	Hold	234	–	–	﹤0.01%	261
2024 Q1	$5.21K	Hold	234	–	–	﹤0.01%	245
2023 Q4	$5.26K	Hold	234	–	–	﹤0.01%	236
2023 Q3	$4.94K	Buy	+234	New	+$5.06K	﹤0.01%	227

Other funds holding SCHI

RIG

RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

BFG

Bouchey Financial Group Troy, New York $1.55B AUM 29.02% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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 $51.6B AUM 27.34% 1-Year Est. Return

LAM

L2 Asset Management Wayland, Massachusetts $963M AUM 38.06% 1-Year Est. Return

Element Wealth's SCHI Position: Q1 2025 in Review

Element Wealth sold out of Schwab 5-10 Year Corporate Bond ETF (SCHI) in Q1 2025, closing a stake of 234 shares — an estimated $5.16K sold.

Element Wealth first reported a position in SCHI in Q3 2023 and held it in 6 quarters. The position peaked at $5.4K in Q3 2024. 214 funds tracked by Wall St. Rank hold SCHI as of Q1 2025.

Element Wealth reported no remaining Schwab 5-10 Year Corporate Bond ETF position as of Q1 2025 after selling out during the quarter.
Element Wealth sold 234 Schwab 5-10 Year Corporate Bond ETF shares in Q1 2025, an estimated $5.16K.
Element Wealth first reported a position in Schwab 5-10 Year Corporate Bond ETF in Q3 2023 and held it in 6 quarters.
Element Wealth's Schwab 5-10 Year Corporate Bond ETF position peaked at $5.4K in Q3 2024.
214 funds tracked by Wall St. Rank held Schwab 5-10 Year Corporate Bond ETF as of Q1 2025.

Based on Element Wealth's 13F filing for Q1 2025, filed 29 Apr 2025.