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LGT Financial Advisors’s Schwab 5-10 Year Corporate Bond ETF SCHI Stock Holding History

LGT Financial 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
-12,119
Closed -$280K – 349
2025
Q3 		$280K Buy
+12,119
New +$277K 0.6% 40
2024
Q1 		– Sell
-74
Closed -$1.68K – 847
2023
Q4 		$1.68K Buy
+74
New +$1.58K ﹤0.01% 800

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 $57.3B AUM 18.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 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 $1.55B AUM 29.02% 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

LGT Financial Advisors's SCHI Position: Q4 2025 in Review

LGT Financial Advisors sold out of Schwab 5-10 Year Corporate Bond ETF (SCHI) in Q4 2025, closing a stake of 12,119 shares — an estimated $280K sold.

LGT Financial Advisors first reported a position in SCHI in Q4 2023 and held it in 2 quarters. The position peaked at $280K in Q3 2025. 229 funds tracked by Wall St. Rank hold SCHI as of Q4 2025.

  • LGT Financial Advisors reported no remaining Schwab 5-10 Year Corporate Bond ETF position as of Q4 2025 after selling out during the quarter.
  • LGT Financial Advisors sold 12,119 Schwab 5-10 Year Corporate Bond ETF shares in Q4 2025, an estimated $280K.
  • LGT Financial Advisors first reported a position in Schwab 5-10 Year Corporate Bond ETF in Q4 2023 and held it in 2 quarters.
  • LGT Financial Advisors's Schwab 5-10 Year Corporate Bond ETF position peaked at $280K in Q3 2025.
  • 229 funds tracked by Wall St. Rank held Schwab 5-10 Year Corporate Bond ETF as of Q4 2025.

Based on LGT Financial Advisors's 13F filing for Q4 2025, filed 13 Feb 2026.