OAJ
SCHI icon

Ogorek Anthony Joseph’s Schwab 5-10 Year Corporate Bond ETF SCHI Stock Holding History

Ogorek Anthony Joseph’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 		$10.6M Buy
467,609
+298,633
+177% +$6.85M 2.91% 11
2025
Q4 		$3.88M Buy
168,976
+160,984
+2,014% +$3.71M 1.07% 23
2025
Q3 		$184K Sell
7,992
-258
-3% -$5.89K 0.05% 76
2025
Q2 		$187K Sell
8,250
-1,806
-18% -$40.3K 0.06% 71
2025
Q1 		$225K Sell
10,056
-7,134
-42% -$159K 0.07% 68
2024
Q4 		$379K Sell
17,190
-1,168
-6% -$26.2K 0.12% 52
2024
Q3 		$423K Sell
18,358
-570
-3% -$12.9K 0.15% 48
2024
Q2 		$417K Sell
18,928
-758,488
-98% -$16.6M 0.14% 49
2024
Q1 		$17.3M Buy
777,416
+186,702
+32% +$4.15M 6.01% 4
2023
Q4 		$13.3M Buy
590,714
+191,846
+48% +$4.11M 4.82% 5
2023
Q3 		$8.42M Buy
+398,868
New +$8.63M 3.32% 7

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