LPL Financial
SCHI icon

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

LPL Financial’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 		$11.3M Sell
497,421
-30,088
-6% -$690K ﹤0.01% 1892
2025
Q4 		$12.1M Buy
527,509
+103,829
+25% +$2.39M ﹤0.01% 1764
2025
Q3 		$9.78M Buy
423,680
+56,343
+15% +$1.29M ﹤0.01% 1886
2025
Q2 		$8.36M Buy
367,337
+52,784
+17% +$1.18M ﹤0.01% 1887
2025
Q1 		$7.06M Buy
314,553
+75,466
+32% +$1.68M ﹤0.01% 1864
2024
Q4 		$5.28M Buy
239,087
+67,367
+39% +$1.51M ﹤0.01% 2045
2024
Q3 		$3.96M Buy
171,720
+44,952
+35% +$1.02M ﹤0.01% 2171
2024
Q2 		$2.8M Buy
126,768
+23,474
+23% +$515K ﹤0.01% 2323
2024
Q1 		$2.3M Buy
103,294
+74,998
+265% +$1.67M ﹤0.01% 2424
2023
Q4 		$636K Buy
28,296
+14,274
+102% +$306K ﹤0.01% 3462
2023
Q3 		$296K Buy
+14,022
New +$303K ﹤0.01% 3935
2022
Q1 		– Sell
-13,920
Closed -$360K – 4363
2021
Q4 		$360K Buy
13,920
+114
+0.8% +$2.95K ﹤0.01% 3557
2021
Q3 		$360K Buy
13,806
+50
+0.4% +$1.32K ﹤0.01% 3500
2021
Q2 		$362K Buy
13,756
+5,852
+74% +$152K ﹤0.01% 3439
2021
Q1 		$203K Buy
+7,904
New +$208K ﹤0.01% 3758

Other funds holding SCHI

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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