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Orin Green Financial’s Schwab 5-10 Year Corporate Bond ETF SCHI Stock Holding History

Orin Green Financial’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
Q4 		– Sell
-12,299
Closed -$284K – 84
2025
Q3 		$284K Buy
+12,299
New +$281K 0.11% 68

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 $65.5B AUM 24.25% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
BFG
Bouchey Financial Group Troy, New York $1.55B AUM 29.02% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Janney Montgomery Scott
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

Orin Green Financial's SCHI Position: Q4 2025 in Review

Orin Green Financial sold out of Schwab 5-10 Year Corporate Bond ETF (SCHI) in Q4 2025, closing a stake of 12,299 shares — an estimated $284K sold.

Orin Green Financial first reported a position in SCHI in Q3 2025 and held it in 1 quarter. The position peaked at $284K in Q3 2025. 230 funds tracked by Wall St. Rank hold SCHI as of Q4 2025.

  • Orin Green Financial reported no remaining Schwab 5-10 Year Corporate Bond ETF position as of Q4 2025 after selling out during the quarter.
  • Orin Green Financial sold 12,299 Schwab 5-10 Year Corporate Bond ETF shares in Q4 2025, an estimated $284K.
  • Orin Green Financial first reported a position in Schwab 5-10 Year Corporate Bond ETF in Q3 2025 and held it in 1 quarter.
  • Orin Green Financial's Schwab 5-10 Year Corporate Bond ETF position peaked at $284K in Q3 2025.
  • 230 funds tracked by Wall St. Rank held Schwab 5-10 Year Corporate Bond ETF as of Q4 2025.

Based on Orin Green Financial's 13F filing for Q4 2025, filed 6 Feb 2026.