MML Investors Services
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MML Investors Services’s Schwab 5-10 Year Corporate Bond ETF SCHI Stock Holding History

MML Investors 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 		$1.9M Sell
83,601
-31,046
-27% -$712K 0.01% 1353
2025
Q4 		$2.63M Buy
114,647
+5,988
+6% +$138K 0.01% 1230
2025
Q3 		$2.51M Buy
108,659
+95,532
+728% +$2.18M 0.01% 1195
2025
Q2 		$299K Buy
13,127
+2,316
+21% +$51.7K ﹤0.01% 2431
2025
Q1 		$243K Sell
10,811
-635
-6% -$14.1K ﹤0.01% 2425
2024
Q4 		$253K Buy
+11,446
New +$257K ﹤0.01% 2366
2024
Q2 		– Sell
-11,608
Closed -$258K – 2558
2024
Q1 		$258K Buy
+11,608
New +$258K ﹤0.01% 2209
2023
Q4 		– Sell
-94,362
Closed -$1.99M – 2501
2023
Q3 		$1.99M Buy
94,362
+28,342
+43% +$613K 0.01% 907
2023
Q2 		$1.45M Buy
+66,020
New +$1.46M 0.01% 1044
2021
Q4 		– Sell
-7,948
Closed -$207K – 2062
2021
Q3 		$207K Sell
7,948
-4,804
-38% -$127K ﹤0.01% 1847
2021
Q2 		$335K Sell
12,752
-53,824
-81% -$1.4M ﹤0.01% 1545
2021
Q1 		$1.71M Buy
+66,576
New +$1.75M 0.02% 707

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