GPS Wealth Strategies Group’s Schwab 5-10 Year Corporate Bond ETF SCHI Stock Holding History

GPS Wealth Strategies 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
2025 Q4	–	Sell	-1,052	Closed	-$24.3K	–	1391
2025 Q3	$24.3K	Hold	1,052	–	–	﹤0.01%	846
2025 Q2	$23.9K	Buy	1,052 +1	+0.1%	+$22	﹤0.01%	821
2025 Q1	$23.6K	Buy	1,051 +1	+0.1%	+$22	﹤0.01%	790
2024 Q4	$23.2K	Buy	+1,050	New	+$23.6K	﹤0.01%	767

Other funds holding SCHI

RIG

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

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

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

BFG

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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 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

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

LAM

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

GPS Wealth Strategies Group's SCHI Position: Q4 2025 in Review

GPS Wealth Strategies Group sold out of Schwab 5-10 Year Corporate Bond ETF (SCHI) in Q4 2025, closing a stake of 1,052 shares — an estimated $24.3K sold.

GPS Wealth Strategies Group first reported a position in SCHI in Q4 2024 and held it in 4 quarters. The position peaked at $24.3K in Q3 2025. 230 funds tracked by Wall St. Rank hold SCHI as of Q4 2025.

GPS Wealth Strategies Group reported no remaining Schwab 5-10 Year Corporate Bond ETF position as of Q4 2025 after selling out during the quarter.
GPS Wealth Strategies Group sold 1,052 Schwab 5-10 Year Corporate Bond ETF shares in Q4 2025, an estimated $24.3K.
GPS Wealth Strategies Group first reported a position in Schwab 5-10 Year Corporate Bond ETF in Q4 2024 and held it in 4 quarters.
GPS Wealth Strategies Group's Schwab 5-10 Year Corporate Bond ETF position peaked at $24.3K in Q3 2025.
230 funds tracked by Wall St. Rank held Schwab 5-10 Year Corporate Bond ETF as of Q4 2025.

Based on GPS Wealth Strategies Group's 13F filing for Q4 2025, filed 6 Feb 2026.