J.L. Bainbridge & Co’s Schwab 5-10 Year Corporate Bond ETF SCHI Stock Holding History

J.L. Bainbridge & Co’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	-9,188	Closed	-$212K	–	113
2025 Q3	$212K	Buy	+9,188	New	+$210K	0.02%	97
2024 Q4	–	Sell	-8,694	Closed	-$201K	–	108
2024 Q3	$201K	Buy	+8,694	New	+$197K	0.02%	102

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 $57.3B AUM 18.32% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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

LAM

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

J.L. Bainbridge & Co's SCHI Position: Q4 2025 in Review

J.L. Bainbridge & Co sold out of Schwab 5-10 Year Corporate Bond ETF (SCHI) in Q4 2025, closing a stake of 9,188 shares — an estimated $212K sold.

J.L. Bainbridge & Co first reported a position in SCHI in Q3 2024 and held it in 2 quarters. The position peaked at $212K in Q3 2025. 229 funds tracked by Wall St. Rank hold SCHI as of Q4 2025.

J.L. Bainbridge & Co reported no remaining Schwab 5-10 Year Corporate Bond ETF position as of Q4 2025 after selling out during the quarter.
J.L. Bainbridge & Co sold 9,188 Schwab 5-10 Year Corporate Bond ETF shares in Q4 2025, an estimated $212K.
J.L. Bainbridge & Co first reported a position in Schwab 5-10 Year Corporate Bond ETF in Q3 2024 and held it in 2 quarters.
J.L. Bainbridge & Co's Schwab 5-10 Year Corporate Bond ETF position peaked at $212K in Q3 2025.
229 funds tracked by Wall St. Rank held Schwab 5-10 Year Corporate Bond ETF as of Q4 2025.

Based on J.L. Bainbridge & Co's 13F filing for Q4 2025, filed 14 Jan 2026.