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

Kingsview 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
Q3 		– Sell
-13,084
Closed -$298K – 1282
2025
Q2 		$298K Buy
13,084
+2,135
+19% +$47.6K 0.01% 948
2025
Q1 		$246K Buy
+10,949
New +$243K ﹤0.01% 964
2024
Q4 		– Sell
-27,730
Closed -$640K – 1175
2024
Q3 		$640K Buy
27,730
+18,012
+185% +$408K 0.01% 642
2024
Q2 		$214K Sell
9,718
-664
-6% -$14.6K 0.01% 964
2024
Q1 		$231K Hold
10,382
– – 0.01% 920
2023
Q4 		$233K Sell
10,382
-164
-2% -$3.51K 0.01% 847
2023
Q3 		$223K Sell
10,546
-2,066
-16% -$44.7K 0.01% 847
2023
Q2 		$278K Sell
12,612
-3,654
-22% -$80.9K 0.01% 764
2023
Q1 		$363K Sell
16,266
-1,764
-10% -$38.9K 0.02% 660
2022
Q4 		$389K Sell
18,030
-688
-4% -$14.7K 0.02% 588
2022
Q3 		$393K Sell
18,718
-610
-3% -$13.6K 0.02% 564
2022
Q2 		$431K Sell
19,328
-26
-0.1% -$591 0.02% 570
2022
Q1 		$463K Buy
19,354
+38
+0.2% +$939 0.02% 585
2021
Q4 		$499K Sell
19,316
-5,772
-23% -$149K 0.02% 579
2021
Q3 		$655K Buy
25,088
+858
+4% +$22.6K 0.03% 485
2021
Q2 		$635K Buy
24,230
+148
+0.6% +$3.85K 0.03% 496
2021
Q1 		$619K Sell
24,082
-1,910
-7% -$50.1K 0.04% 461
2020
Q4 		$697K Sell
25,992
-1,858
-7% -$49.3K 0.05% 362
2020
Q3 		$735K Buy
27,850
+110
+0.4% +$2.91K 0.07% 284
2020
Q2 		$726K Buy
27,740
+1,392
+5% +$35.2K 0.07% 257
2020
Q1 		$631K Buy
+26,348
New +$657K 0.09% 235

Other funds holding SCHI

RIG
RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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
GB
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

Kingsview Wealth Management's SCHI Position: Q3 2025 in Review

Kingsview Wealth Management sold out of Schwab 5-10 Year Corporate Bond ETF (SCHI) in Q3 2025, closing a stake of 13,084 shares — an estimated $298K sold.

Kingsview Wealth Management first reported a position in SCHI in Q1 2020 and held it in 21 quarters. The position peaked at $735K in Q3 2020. 223 funds tracked by Wall St. Rank hold SCHI as of Q3 2025.

  • Kingsview Wealth Management reported no remaining Schwab 5-10 Year Corporate Bond ETF position as of Q3 2025 after selling out during the quarter.
  • Kingsview Wealth Management sold 13,084 Schwab 5-10 Year Corporate Bond ETF shares in Q3 2025, an estimated $298K.
  • Kingsview Wealth Management first reported a position in Schwab 5-10 Year Corporate Bond ETF in Q1 2020 and held it in 21 quarters.
  • Kingsview Wealth Management's Schwab 5-10 Year Corporate Bond ETF position peaked at $735K in Q3 2020.
  • 223 funds tracked by Wall St. Rank held Schwab 5-10 Year Corporate Bond ETF as of Q3 2025.

Based on Kingsview Wealth Management's 13F filing for Q3 2025, filed 12 Nov 2025.