Jim Simons’s Schwab 5-10 Year Corporate Bond ETF SCHI Stock Holding History

Jim Simons’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	-85,296	Closed	-$1.97M	–	3692
2025 Q3	$1.97M	Buy	85,296 +39,496	+86%	+$902K	﹤0.01%	2082
2025 Q2	$1.04M	Buy	+45,800	New	+$1.02M	﹤0.01%	2498
2024 Q4	–	Sell	-99,774	Closed	-$2.3M	–	3871
2024 Q3	$2.3M	Buy	99,774 +53,974	+118%	+$1.22M	﹤0.01%	1927
2024 Q2	$1.01M	Buy	45,800 +9,608	+27%	+$211K	﹤0.01%	2311
2024 Q1	$805K	Buy	36,192 +6,792	+23%	+$151K	﹤0.01%	2621
2023 Q4	$661K	Buy	29,400 +12,400	+73%	+$266K	﹤0.01%	2642
2023 Q3	$359K	Buy	+17,000	New	+$368K	﹤0.01%	2857

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 $424B AUM 22.96% 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 $51.6B AUM 27.34% 1-Year Est. Return

LAM

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

Jim Simons's SCHI Position: Q4 2025 in Review

Jim Simons sold out of Schwab 5-10 Year Corporate Bond ETF (SCHI) in Q4 2025, closing a stake of 85,296 shares — an estimated $1.97M sold.

Jim Simons first reported a position in SCHI in Q3 2023 and held it in 7 quarters. The position peaked at $2.3M in Q3 2024. 230 funds tracked by Wall St. Rank hold SCHI as of Q4 2025.

Jim Simons reported no remaining Schwab 5-10 Year Corporate Bond ETF position as of Q4 2025 after selling out during the quarter.
Jim Simons sold 85,296 Schwab 5-10 Year Corporate Bond ETF shares in Q4 2025, an estimated $1.97M.
Jim Simons first reported a position in Schwab 5-10 Year Corporate Bond ETF in Q3 2023 and held it in 7 quarters.
Jim Simons's Schwab 5-10 Year Corporate Bond ETF position peaked at $2.3M in Q3 2024.
230 funds tracked by Wall St. Rank held Schwab 5-10 Year Corporate Bond ETF as of Q4 2025.

Based on Renaissance Technologies's 13F filing for Q4 2025, filed 12 Feb 2026.