Johnson Financial Group Inc (Wisconsin)’s Schwab 5-10 Year Corporate Bond ETF SCHI Stock Holding History

Johnson Financial Group Inc (Wisconsin)’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 Q3	–	Sell	-12	Closed	-$274	–	1090
2025 Q2	$274	Buy	+12	New	+$268	﹤0.01%	701
2023 Q4	–	Sell	-906	Closed	-$19.1K	–	981
2023 Q3	$19.1K	Buy	906 +690	+319%	+$14.9K	﹤0.01%	484
2023 Q2	$4.76K	Buy	+216	New	+$4.78K	﹤0.01%	579

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

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

Gunma Bank Gunma, Japan $319M AUM 1.17% 1-Year Est. Return

LAM

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

Johnson Financial Group Inc (Wisconsin)'s SCHI Position: Q3 2025 in Review

Johnson Financial Group Inc (Wisconsin) sold out of Schwab 5-10 Year Corporate Bond ETF (SCHI) in Q3 2025, closing a stake of 12 shares — an estimated $274 sold.

Johnson Financial Group Inc (Wisconsin) first reported a position in SCHI in Q2 2023 and held it in 3 quarters. The position peaked at $19.1K in Q3 2023. 223 funds tracked by Wall St. Rank hold SCHI as of Q3 2025.

Johnson Financial Group Inc (Wisconsin) reported no remaining Schwab 5-10 Year Corporate Bond ETF position as of Q3 2025 after selling out during the quarter.
Johnson Financial Group Inc (Wisconsin) sold 12 Schwab 5-10 Year Corporate Bond ETF shares in Q3 2025, an estimated $274.
Johnson Financial Group Inc (Wisconsin) first reported a position in Schwab 5-10 Year Corporate Bond ETF in Q2 2023 and held it in 3 quarters.
Johnson Financial Group Inc (Wisconsin)'s Schwab 5-10 Year Corporate Bond ETF position peaked at $19.1K in Q3 2023.
223 funds tracked by Wall St. Rank held Schwab 5-10 Year Corporate Bond ETF as of Q3 2025.

Based on Johnson Financial Group Inc (Wisconsin)'s 13F filing for Q3 2025, filed 13 Nov 2025.