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Palisade Asset Management’s Schwab 5-10 Year Corporate Bond ETF SCHI Stock Holding History

Palisade Asset Management’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
-982
Closed -$22.7K – 586
2025
Q3 		$22.7K Buy
+982
New +$22.4K ﹤0.01% 328

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

Palisade Asset Management's SCHI Position: Q4 2025 in Review

Palisade Asset Management sold out of Schwab 5-10 Year Corporate Bond ETF (SCHI) in Q4 2025, closing a stake of 982 shares — an estimated $22.7K sold.

Palisade Asset Management first reported a position in SCHI in Q3 2025 and held it in 1 quarter. The position peaked at $22.7K in Q3 2025. 230 funds tracked by Wall St. Rank hold SCHI as of Q4 2025.

  • Palisade Asset Management reported no remaining Schwab 5-10 Year Corporate Bond ETF position as of Q4 2025 after selling out during the quarter.
  • Palisade Asset Management sold 982 Schwab 5-10 Year Corporate Bond ETF shares in Q4 2025, an estimated $22.7K.
  • Palisade Asset Management first reported a position in Schwab 5-10 Year Corporate Bond ETF in Q3 2025 and held it in 1 quarter.
  • Palisade Asset Management's Schwab 5-10 Year Corporate Bond ETF position peaked at $22.7K in Q3 2025.
  • 230 funds tracked by Wall St. Rank held Schwab 5-10 Year Corporate Bond ETF as of Q4 2025.

Based on Palisade Asset Management's 13F filing for Q4 2025, filed 13 Feb 2026.