JP Morgan Chase
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JP Morgan Chase’s Schwab 5-10 Year Corporate Bond ETF SCHI Stock Holding History

JP Morgan Chase’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
2026
Q1 		$18.5M Buy
819,086
+599,869
+274% +$13.8M ﹤0.01% 2145
2025
Q4 		$5.04M Buy
219,217
+1,242
+0.6% +$28.6K ﹤0.01% 3306
2025
Q3 		$5.03M Sell
217,975
-1,617
-0.7% -$36.9K ﹤0.01% 3358
2025
Q2 		$5M Sell
219,592
-37,318
-15% -$833K ﹤0.01% 3172
2025
Q1 		$5.77M Sell
256,910
-4,026
-2% -$89.5K ﹤0.01% 3027
2024
Q4 		$5.76M Sell
260,936
-33,480
-11% -$752K ﹤0.01% 3212
2024
Q3 		$6.8M Buy
294,416
+41,316
+16% +$937K ﹤0.01% 2964
2024
Q2 		$5.58M Sell
253,100
-121,510
-32% -$2.66M ﹤0.01% 2954
2024
Q1 		$8.33M Sell
374,610
-417,290
-53% -$9.27M ﹤0.01% 2647
2023
Q4 		$17.8M Sell
791,900
-40,244
-5% -$862K ﹤0.01% 1953
2023
Q3 		$17.6M Buy
832,144
+770,146
+1,242% +$16.7M ﹤0.01% 1786
2023
Q2 		$1.37M Buy
61,998
+54,180
+693% +$1.2M ﹤0.01% 3818
2023
Q1 		$175K Buy
+7,818
New +$172K ﹤0.01% 5138

Other funds holding SCHI

CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.2B AUM 18.32% 1-Year Est. Return
RIG
RiverFront Investment Group Richmond, Virginia $6.46B AUM 18.45% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return
BFG
Bouchey Financial Group Troy, New York $1.36B AUM 13.96% 1-Year Est. Return
PC
Permanens Capital New York $776M AUM 30.08% 1-Year Est. Return
LAM
L2 Asset Management Wayland, Massachusetts $1.05B AUM 29.07% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return