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

Empirical 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
Q4 		– Sell
-26,784
Closed -$618K – 968
2025
Q3 		$618K Buy
+26,784
New +$611K 0.01% 416
2024
Q3 		– Sell
-16,786
Closed -$370K – 603
2024
Q2 		$370K Buy
16,786
+4,060
+32% +$89K 0.01% 414
2024
Q1 		$283K Buy
+12,726
New +$283K 0.01% 452

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 $424B AUM 22.96% 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 $51.6B AUM 27.34% 1-Year Est. Return
LAM
L2 Asset Management Wayland, Massachusetts $1.05B AUM 29.07% 1-Year Est. Return

Empirical Wealth Management's SCHI Position: Q4 2025 in Review

Empirical Wealth Management sold out of Schwab 5-10 Year Corporate Bond ETF (SCHI) in Q4 2025, closing a stake of 26,784 shares — an estimated $618K sold.

Empirical Wealth Management first reported a position in SCHI in Q1 2024 and held it in 3 quarters. The position peaked at $618K in Q3 2025. 230 funds tracked by Wall St. Rank hold SCHI as of Q4 2025.

  • Empirical Wealth Management reported no remaining Schwab 5-10 Year Corporate Bond ETF position as of Q4 2025 after selling out during the quarter.
  • Empirical Wealth Management sold 26,784 Schwab 5-10 Year Corporate Bond ETF shares in Q4 2025, an estimated $618K.
  • Empirical Wealth Management first reported a position in Schwab 5-10 Year Corporate Bond ETF in Q1 2024 and held it in 3 quarters.
  • Empirical Wealth Management's Schwab 5-10 Year Corporate Bond ETF position peaked at $618K in Q3 2025.
  • 230 funds tracked by Wall St. Rank held Schwab 5-10 Year Corporate Bond ETF as of Q4 2025.

Based on Empirical Wealth Management's 13F filing for Q4 2025, filed 16 Jan 2026.