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

Elevation Wealth Partners’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
-1,116
Closed -$25.8K – 1015
2025
Q3 		$25.8K Hold
1,116
– – 0.01% 306
2025
Q2 		$25.4K Hold
1,116
– – 0.01% 301
2025
Q1 		$25.1K Hold
1,116
– – 0.01% 295
2024
Q4 		$24.6K Hold
1,116
– – 0.01% 296
2024
Q3 		$25.8K Hold
1,116
– – 0.01% 282
2024
Q2 		$24.6K Sell
1,116
-7,680
-87% -$168K 0.01% 276
2024
Q1 		$196K Buy
+8,796
New +$195K 0.1% 110
2023
Q3 		– Sell
-248
Closed -$5.46K – 359
2023
Q2 		$5.46K Buy
+248
New +$5.49K ﹤0.01% 279

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 $57.3B AUM 18.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
BFG
Bouchey Financial Group Troy, New York $1.55B AUM 29.02% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Janney Montgomery Scott
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

Elevation Wealth Partners's SCHI Position: Q4 2025 in Review

Elevation Wealth Partners sold out of Schwab 5-10 Year Corporate Bond ETF (SCHI) in Q4 2025, closing a stake of 1,116 shares — an estimated $25.8K sold.

Elevation Wealth Partners first reported a position in SCHI in Q2 2023 and held it in 8 quarters. The position peaked at $196K in Q1 2024. 229 funds tracked by Wall St. Rank hold SCHI as of Q4 2025.

  • Elevation Wealth Partners reported no remaining Schwab 5-10 Year Corporate Bond ETF position as of Q4 2025 after selling out during the quarter.
  • Elevation Wealth Partners sold 1,116 Schwab 5-10 Year Corporate Bond ETF shares in Q4 2025, an estimated $25.8K.
  • Elevation Wealth Partners first reported a position in Schwab 5-10 Year Corporate Bond ETF in Q2 2023 and held it in 8 quarters.
  • Elevation Wealth Partners's Schwab 5-10 Year Corporate Bond ETF position peaked at $196K in Q1 2024.
  • 229 funds tracked by Wall St. Rank held Schwab 5-10 Year Corporate Bond ETF as of Q4 2025.

Based on Elevation Wealth Partners's 13F filing for Q4 2025, filed 9 Jan 2026.