GRP
SCHI icon

Global Retirement Partners’s Schwab 5-10 Year Corporate Bond ETF SCHI Stock Holding History

Global Retirement 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 		$125K Buy
5,457
+5,392
+8,295% +$124K ﹤0.01% 1770
2025
Q3 		$1.5K Hold
65
– – ﹤0.01% 3405
2025
Q2 		$1.48K Buy
+65
New +$1.45K ﹤0.01% 3344
2024
Q4 		$18K Sell
816
-374
-31% -$8.4K ﹤0.01% 2146
2024
Q3 		$27.5K Buy
1,190
+182
+18% +$4.13K ﹤0.01% 1845
2024
Q2 		$22.2K Sell
1,008
-3,640
-78% -$79.8K ﹤0.01% 1929
2024
Q1 		$103K Sell
4,648
-8,498
-65% -$189K ﹤0.01% 1069
2023
Q4 		$293K Buy
13,146
+2,648
+25% +$56.7K 0.01% 621
2023
Q3 		$218K Buy
10,498
+10,416
+12,702% +$225K 0.01% 639
2023
Q2 		$1.81K Buy
+82
New +$1.82K ﹤0.01% 2585

Other funds holding SCHI

RIG
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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
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 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
LAM
L2 Asset Management Wayland, Massachusetts $1.05B AUM 29.07% 1-Year Est. Return