MAS
SCHI icon

Madden Advisory Services’s Schwab 5-10 Year Corporate Bond ETF SCHI Stock Holding History

Madden Advisory Services’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 		$5.22M Buy
230,339
+22,207
+11% +$509K 2.06% 14
2025
Q4 		$4.78M Buy
208,132
+3,818
+2% +$88K 1.92% 16
2025
Q3 		$4.72M Buy
204,314
+63,274
+45% +$1.44M 1.83% 19
2025
Q2 		$3.21M Buy
141,040
+13,217
+10% +$295K 1.37% 22
2025
Q1 		$2.87M Buy
127,823
+34,022
+36% +$756K 1.34% 23
2024
Q4 		$2.07M Buy
93,801
+42,625
+83% +$958K 0.96% 31
2024
Q3 		$1.18M Buy
51,176
+38,402
+301% +$871K 0.54% 43
2024
Q2 		$282K Buy
+12,774
New +$280K 0.14% 81

Other funds holding SCHI

CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.2B AUM 18.32% 1-Year Est. Return
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