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Mogy Joel R Investment Counsel’s Schwab 5-10 Year Corporate Bond ETF SCHI Stock Holding History

Mogy Joel R Investment Counsel’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
Q3 		– Sell
-53
Closed -$1.21K – 125
2025
Q2 		$1.21K Buy
+53
New +$1.18K ﹤0.01% 124

Other funds holding SCHI

RIG
RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
BFG
Bouchey Financial Group Troy, New York $1.55B AUM 29.02% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B 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
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
GB
Gunma Bank Gunma, Japan $319M AUM 1.17% 1-Year Est. Return
LAM
L2 Asset Management Wayland, Massachusetts $1.05B AUM 29.07% 1-Year Est. Return

Mogy Joel R Investment Counsel's SCHI Position: Q3 2025 in Review

Mogy Joel R Investment Counsel sold out of Schwab 5-10 Year Corporate Bond ETF (SCHI) in Q3 2025, closing a stake of 53 shares — an estimated $1.21K sold.

Mogy Joel R Investment Counsel first reported a position in SCHI in Q2 2025 and held it in 1 quarter. The position peaked at $1.21K in Q2 2025. 223 funds tracked by Wall St. Rank hold SCHI as of Q3 2025.

  • Mogy Joel R Investment Counsel reported no remaining Schwab 5-10 Year Corporate Bond ETF position as of Q3 2025 after selling out during the quarter.
  • Mogy Joel R Investment Counsel sold 53 Schwab 5-10 Year Corporate Bond ETF shares in Q3 2025, an estimated $1.21K.
  • Mogy Joel R Investment Counsel first reported a position in Schwab 5-10 Year Corporate Bond ETF in Q2 2025 and held it in 1 quarter.
  • Mogy Joel R Investment Counsel's Schwab 5-10 Year Corporate Bond ETF position peaked at $1.21K in Q2 2025.
  • 223 funds tracked by Wall St. Rank held Schwab 5-10 Year Corporate Bond ETF as of Q3 2025.

Based on Mogy Joel R Investment Counsel's 13F filing for Q3 2025, filed 16 Oct 2025.