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Lebenthal Global Advisors’s Schwab 5-10 Year Corporate Bond ETF SCHI Stock Holding History

Lebenthal Global Advisors’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
-12,356
Closed -$285K – 208
2025
Q3 		$285K Sell
12,356
-7,386
-37% -$169K 0.05% 178
2025
Q2 		$449K Buy
+19,742
New +$440K 0.08% 143

Other funds holding SCHI

RIG
RiverFront Investment Group Richmond, Virginia $6.46B AUM 18.45% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 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
BFG
Bouchey Financial Group Troy, New York $1.36B AUM 13.96% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B 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
Janney Montgomery Scott
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

Lebenthal Global Advisors's SCHI Position: Q4 2025 in Review

Lebenthal Global Advisors sold out of Schwab 5-10 Year Corporate Bond ETF (SCHI) in Q4 2025, closing a stake of 12,356 shares — an estimated $285K sold.

Lebenthal Global Advisors first reported a position in SCHI in Q2 2025 and held it in 2 quarters. The position peaked at $449K in Q2 2025. 229 funds tracked by Wall St. Rank hold SCHI as of Q4 2025.

  • Lebenthal Global Advisors reported no remaining Schwab 5-10 Year Corporate Bond ETF position as of Q4 2025 after selling out during the quarter.
  • Lebenthal Global Advisors sold 12,356 Schwab 5-10 Year Corporate Bond ETF shares in Q4 2025, an estimated $285K.
  • Lebenthal Global Advisors first reported a position in Schwab 5-10 Year Corporate Bond ETF in Q2 2025 and held it in 2 quarters.
  • Lebenthal Global Advisors's Schwab 5-10 Year Corporate Bond ETF position peaked at $449K in Q2 2025.
  • 229 funds tracked by Wall St. Rank held Schwab 5-10 Year Corporate Bond ETF as of Q4 2025.

Based on Lebenthal Global Advisors's 13F filing for Q4 2025, filed 28 Jan 2026.