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

Nilsine Partners’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 Q1	–	Sell	-72,549	Closed	-$1.6M	–	384
2024 Q4	$1.6M	Sell	72,549 -1,229	-2%	-$27.6K	0.17%	132
2024 Q3	$1.7M	Buy	73,778 +3,090	+4%	+$70.1K	0.22%	115
2024 Q2	$1.56M	Buy	70,688 +2,098	+3%	+$46K	0.21%	121
2024 Q1	$1.53M	Sell	68,590 -2,168	-3%	-$48.1K	0.21%	123
2023 Q4	$1.59M	Buy	70,758 +1,168	+2%	+$25K	0.24%	111
2023 Q3	$1.47M	Sell	69,590 -1,216	-2%	-$26.3K	0.22%	114
2023 Q2	$1.56M	Buy	+70,806	New	+$1.57M	0.23%	110

Other funds holding SCHI

RIG

RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

BFG

Bouchey Financial Group Troy, New York $1.55B AUM 29.02% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

SLWA

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

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

LAM

L2 Asset Management Wayland, Massachusetts $963M AUM 38.06% 1-Year Est. Return

Nilsine Partners's SCHI Position: Q1 2025 in Review

Nilsine Partners sold out of Schwab 5-10 Year Corporate Bond ETF (SCHI) in Q1 2025, closing a stake of 72,549 shares — an estimated $1.6M sold.

Nilsine Partners first reported a position in SCHI in Q2 2023 and held it in 7 quarters. The position peaked at $1.7M in Q3 2024. 214 funds tracked by Wall St. Rank hold SCHI as of Q1 2025.

Nilsine Partners reported no remaining Schwab 5-10 Year Corporate Bond ETF position as of Q1 2025 after selling out during the quarter.
Nilsine Partners sold 72,549 Schwab 5-10 Year Corporate Bond ETF shares in Q1 2025, an estimated $1.6M.
Nilsine Partners first reported a position in Schwab 5-10 Year Corporate Bond ETF in Q2 2023 and held it in 7 quarters.
Nilsine Partners's Schwab 5-10 Year Corporate Bond ETF position peaked at $1.7M in Q3 2024.
214 funds tracked by Wall St. Rank held Schwab 5-10 Year Corporate Bond ETF as of Q1 2025.

Based on Nilsine Partners's 13F filing for Q1 2025, filed 22 Apr 2025.