Mariner
SCHI icon

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

Mariner’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 		$4.67M Sell
206,001
-105,618
-34% -$2.42M 0.01% 1084
2025
Q4 		$7.16M Buy
311,619
+66,749
+27% +$1.54M 0.01% 848
2025
Q3 		$5.65M Buy
244,870
+33,855
+16% +$773K 0.01% 869
2025
Q2 		$4.8M Sell
211,015
-22,936
-10% -$512K 0.01% 879
2025
Q1 		$5.25M Buy
233,951
+51,489
+28% +$1.14M 0.01% 800
2024
Q4 		$4.03M Buy
182,462
+16,514
+10% +$371K 0.01% 878
2024
Q3 		$3.83M Buy
165,948
+32,516
+24% +$737K 0.01% 885
2024
Q2 		$2.94M Sell
133,432
-34,172
-20% -$749K 0.01% 927
2024
Q1 		$3.73M Buy
167,604
+20,484
+14% +$455K 0.01% 842
2023
Q4 		$3.31M Buy
147,120
+95,596
+186% +$2.05M 0.01% 842
2023
Q3 		$1.09M Buy
51,524
+29,416
+133% +$636K ﹤0.01% 1275
2023
Q2 		$487K Buy
+22,108
New +$490K ﹤0.01% 1765

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