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

GeoWealth 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
-56,795
Closed -$1.29M – 1140
2025
Q2 		$1.29M Sell
56,795
-2,210
-4% -$49.3K 0.05% 211
2025
Q1 		$1.33M Sell
59,005
-1,027
-2% -$22.8K 0.05% 213
2024
Q4 		$1.32M Sell
60,032
-900
-1% -$20.2K 0.04% 247
2024
Q3 		$1.41M Sell
60,932
-5,408
-8% -$123K 0.05% 233
2024
Q2 		$1.46M Sell
66,340
-2,340
-3% -$51.3K 0.06% 204
2024
Q1 		$1.53M Buy
+68,680
New +$1.52M 0.06% 222

Other funds holding SCHI

RIG
RiverFront Investment Group Richmond, Virginia $6.46B AUM 18.45% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.2B 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 $1.36B AUM 13.96% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B 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
GB
Gunma Bank Gunma, Japan $319M AUM 1.17% 1-Year Est. Return
LAM
L2 Asset Management Wayland, Massachusetts $1.05B AUM 29.07% 1-Year Est. Return