NAM
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NorthCrest Asset Manangement’s Schwab 5-10 Year Corporate Bond ETF SCHI Stock Holding History

NorthCrest Asset Manangement’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
-64,229
Closed -$1.42M – 626
2024
Q4 		$1.42M Sell
64,229
-277
-0.4% -$6.22K 0.04% 247
2024
Q3 		$1.49M Buy
64,506
+6,020
+10% +$136K 0.05% 240
2024
Q2 		$1.29M Buy
58,486
+782
+1% +$17.1K 0.04% 244
2024
Q1 		$1.28M Buy
57,704
+626
+1% +$13.9K 0.04% 248
2023
Q4 		$1.28M Sell
57,078
-292
-0.5% -$6.25K 0.05% 233
2023
Q3 		$1.21M Buy
+57,370
New +$1.24M 0.05% 234

Other funds holding SCHI

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
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.2B AUM 18.32% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return
BFG
Bouchey Financial Group Troy, New York $1.36B AUM 13.96% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
SLWA
San Luis Wealth Advisors San Luis Obispo, California $604M AUM 15.93% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
LAM
L2 Asset Management Wayland, Massachusetts $1.05B AUM 29.07% 1-Year Est. Return