EWA
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Emergent Wealth Advisors’s Schwab 5-10 Year Corporate Bond ETF SCHI Stock Holding History

Emergent Wealth Advisors’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
2024
Q3 		– Sell
-16,076
Closed -$354K – 115
2024
Q2 		$354K Sell
16,076
-2,190
-12% -$48K 0.29% 68
2024
Q1 		$406K Buy
+18,266
New +$406K 0.35% 56

Other funds holding SCHI

RIG
RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
CWM
Campbell Wealth Management Alexandria, Virginia $1.11B AUM 14.16% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 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
SLWA
San Luis Wealth Advisors San Luis Obispo, California $664M AUM 19.82% 1-Year Est. Return
BFG
Bouchey Financial Group Troy, New York $1.55B AUM 29.02% 1-Year Est. Return
RA
Rational Advisors Huntington, New York $1.09B AUM 11.58% 1-Year Est. Return

Emergent Wealth Advisors's SCHI Position: Q3 2024 in Review

Emergent Wealth Advisors sold out of Schwab 5-10 Year Corporate Bond ETF (SCHI) in Q3 2024, closing a stake of 16,076 shares — an estimated $354K sold.

Emergent Wealth Advisors first reported a position in SCHI in Q1 2024 and held it in 2 quarters. The position peaked at $406K in Q1 2024. 190 funds tracked by Wall St. Rank hold SCHI as of Q3 2024.

  • Emergent Wealth Advisors reported no remaining Schwab 5-10 Year Corporate Bond ETF position as of Q3 2024 after selling out during the quarter.
  • Emergent Wealth Advisors sold 16,076 Schwab 5-10 Year Corporate Bond ETF shares in Q3 2024, an estimated $354K.
  • Emergent Wealth Advisors first reported a position in Schwab 5-10 Year Corporate Bond ETF in Q1 2024 and held it in 2 quarters.
  • Emergent Wealth Advisors's Schwab 5-10 Year Corporate Bond ETF position peaked at $406K in Q1 2024.
  • 190 funds tracked by Wall St. Rank held Schwab 5-10 Year Corporate Bond ETF as of Q3 2024.

Based on Emergent Wealth Advisors's 13F filing for Q3 2024, filed 16 Dec 2025.