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Mach-1 Financial Group’s Schwab 5-10 Year Corporate Bond ETF SCHI Stock Holding History

Mach-1 Financial Group’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
-10,970
Closed -$253K – 419
2025
Q3 		$253K Buy
+10,970
New +$250K 0.04% 192

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CAPTRUST Financial Advisors
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Envestnet Asset Management
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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
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 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
LAM
L2 Asset Management Wayland, Massachusetts $963M AUM 38.06% 1-Year Est. Return

Mach-1 Financial Group's SCHI Position: Q4 2025 in Review

Mach-1 Financial Group sold out of Schwab 5-10 Year Corporate Bond ETF (SCHI) in Q4 2025, closing a stake of 10,970 shares — an estimated $253K sold.

Mach-1 Financial Group first reported a position in SCHI in Q3 2025 and held it in 1 quarter. The position peaked at $253K in Q3 2025. 230 funds tracked by Wall St. Rank hold SCHI as of Q4 2025.

  • Mach-1 Financial Group reported no remaining Schwab 5-10 Year Corporate Bond ETF position as of Q4 2025 after selling out during the quarter.
  • Mach-1 Financial Group sold 10,970 Schwab 5-10 Year Corporate Bond ETF shares in Q4 2025, an estimated $253K.
  • Mach-1 Financial Group first reported a position in Schwab 5-10 Year Corporate Bond ETF in Q3 2025 and held it in 1 quarter.
  • Mach-1 Financial Group's Schwab 5-10 Year Corporate Bond ETF position peaked at $253K in Q3 2025.
  • 230 funds tracked by Wall St. Rank held Schwab 5-10 Year Corporate Bond ETF as of Q4 2025.

Based on Mach-1 Financial Group's 13F filing for Q4 2025, filed 6 Feb 2026.