GM Advisory Group’s Schwab 5-10 Year Corporate Bond ETF SCHI Stock Holding History

GM Advisory Group’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
2026 Q1	$1.58M	Buy	+69,838	New	+$1.6M	0.06%	126

Other funds holding SCHI

CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return

RIG

RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

BFG

Bouchey Financial Group Troy, New York $1.55B AUM 29.02% 1-Year Est. Return

Permanens Capital New York $972M AUM 27.73% 1-Year Est. Return

LAM

L2 Asset Management Wayland, Massachusetts $963M AUM 38.06% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

GM Advisory Group's SCHI Position: Q1 2026 in Review

GM Advisory Group opened a new position in Schwab 5-10 Year Corporate Bond ETF (SCHI) in Q1 2026: 69,838 shares worth $1.58M. The stake represents 0.06% of the portfolio and ranks #126 among its holdings.

258 funds tracked by Wall St. Rank hold SCHI as of Q1 2026.

GM Advisory Group held 69,838 shares of Schwab 5-10 Year Corporate Bond ETF worth $1.58M as of Q1 2026.
Schwab 5-10 Year Corporate Bond ETF was a new GM Advisory Group position in Q1 2026.
Schwab 5-10 Year Corporate Bond ETF made up 0.06% of GM Advisory Group's portfolio in Q1 2026, its #126 holding.
258 funds tracked by Wall St. Rank held Schwab 5-10 Year Corporate Bond ETF as of Q1 2026.

Based on GM Advisory Group's 13F filing for Q1 2026, filed 28 Apr 2026.