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Iron Horse Wealth Management’s Schwab 5-10 Year Corporate Bond ETF SCHI Stock Holding History

Iron Horse Wealth 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
Q2 		$22.1K Hold
970
– – 0.01% 203
2025
Q1 		$21.8K Hold
970
– – 0.01% 189
2024
Q4 		$21.4K Hold
970
– – 0.01% 177
2024
Q3 		$22.4K Hold
970
– – 0.01% 170
2024
Q2 		$21.4K Buy
+970
New +$21.3K 0.01% 155

Other funds holding SCHI

RIG
RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return
Raymond James Financial
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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 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 $963M AUM 38.06% 1-Year Est. Return

Iron Horse Wealth Management's SCHI Position: Q2 2025 in Review

Iron Horse Wealth Management held its Schwab 5-10 Year Corporate Bond ETF (SCHI) position steady in Q2 2025 at 970 shares worth $22.1K. The position accounts for 0.01% of the portfolio, ranked #203.

Iron Horse Wealth Management first reported a position in SCHI in Q2 2024 and has held it in 5 quarters since. The position peaked at $22.4K in Q3 2024. 226 funds tracked by Wall St. Rank hold SCHI as of Q2 2025.

  • Iron Horse Wealth Management held 970 shares of Schwab 5-10 Year Corporate Bond ETF worth $22.1K as of Q2 2025.
  • Iron Horse Wealth Management left its Schwab 5-10 Year Corporate Bond ETF share count unchanged in Q2 2025.
  • Schwab 5-10 Year Corporate Bond ETF made up 0.01% of Iron Horse Wealth Management's portfolio in Q2 2025, its #203 holding.
  • Iron Horse Wealth Management first reported a position in Schwab 5-10 Year Corporate Bond ETF in Q2 2024 and has held it in 5 quarters since.
  • Iron Horse Wealth Management's Schwab 5-10 Year Corporate Bond ETF position peaked at $22.4K in Q3 2024.
  • 226 funds tracked by Wall St. Rank held Schwab 5-10 Year Corporate Bond ETF as of Q2 2025.

Based on Iron Horse Wealth Management's 13F filing for Q2 2025, filed 22 Jul 2025.