Guardian Wealth Advisors (North Carolina)’s Schwab 5-10 Year Corporate Bond ETF SCHI Stock Holding History

Guardian Wealth Advisors (North Carolina)’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 Q2	–	Sell	-572	Closed	-$12.8K	–	561
2025 Q1	$12.8K	Buy	572 +560	+4,667%	+$12.5K	﹤0.01%	450
2024 Q4	$265	Buy	+12	New	+$270	﹤0.01%	508

Other funds holding SCHI

RIG

RiverFront Investment Group Richmond, Virginia $6.46B AUM 18.45% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

SLWA

San Luis Wealth Advisors San Luis Obispo, California $664M AUM 19.82% 1-Year Est. Return

LAM

L2 Asset Management Wayland, Massachusetts $1.05B AUM 29.07% 1-Year Est. Return

Guardian Wealth Advisors (North Carolina)'s SCHI Position: Q2 2025 in Review

Guardian Wealth Advisors (North Carolina) sold out of Schwab 5-10 Year Corporate Bond ETF (SCHI) in Q2 2025, closing a stake of 572 shares — an estimated $12.8K sold.

Guardian Wealth Advisors (North Carolina) first reported a position in SCHI in Q4 2024 and held it in 2 quarters. The position peaked at $12.8K in Q1 2025. 226 funds tracked by Wall St. Rank hold SCHI as of Q2 2025.

Guardian Wealth Advisors (North Carolina) reported no remaining Schwab 5-10 Year Corporate Bond ETF position as of Q2 2025 after selling out during the quarter.
Guardian Wealth Advisors (North Carolina) sold 572 Schwab 5-10 Year Corporate Bond ETF shares in Q2 2025, an estimated $12.8K.
Guardian Wealth Advisors (North Carolina) first reported a position in Schwab 5-10 Year Corporate Bond ETF in Q4 2024 and held it in 2 quarters.
Guardian Wealth Advisors (North Carolina)'s Schwab 5-10 Year Corporate Bond ETF position peaked at $12.8K in Q1 2025.
226 funds tracked by Wall St. Rank held Schwab 5-10 Year Corporate Bond ETF as of Q2 2025.

Based on Guardian Wealth Advisors (North Carolina)'s 13F filing for Q2 2025, filed 14 Aug 2025.