Moser Wealth Advisors’s Schwab 5-10 Year Corporate Bond ETF SCHI Stock Holding History

Moser Wealth Advisors’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 Q2	$32.6K	Buy	+1,431	New	+$31.9K	0.02%	114

Other funds holding SCHI

RIG

RiverFront Investment Group Richmond, Virginia $6.46B AUM 18.45% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

BFG

Bouchey Financial Group Troy, New York $1.36B AUM 13.96% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

SLWA

San Luis Wealth Advisors San Luis Obispo, California $664M AUM 19.82% 1-Year Est. Return

LAM

L2 Asset Management Wayland, Massachusetts $1.05B AUM 29.07% 1-Year Est. Return

Moser Wealth Advisors's SCHI Position: Q2 2025 in Review

Moser Wealth Advisors opened a new position in Schwab 5-10 Year Corporate Bond ETF (SCHI) in Q2 2025: 1,431 shares worth $32.6K. The stake represents 0.02% of the portfolio and ranks #114 among its holdings.

226 funds tracked by Wall St. Rank hold SCHI as of Q2 2025.

Moser Wealth Advisors held 1,431 shares of Schwab 5-10 Year Corporate Bond ETF worth $32.6K as of Q2 2025.
Schwab 5-10 Year Corporate Bond ETF was a new Moser Wealth Advisors position in Q2 2025.
Schwab 5-10 Year Corporate Bond ETF made up 0.02% of Moser Wealth Advisors's portfolio in Q2 2025, its #114 holding.
226 funds tracked by Wall St. Rank held Schwab 5-10 Year Corporate Bond ETF as of Q2 2025.

Based on Moser Wealth Advisors's 13F filing for Q2 2025, filed 31 Jul 2025.