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Patten & Patten’s Schwab 5-10 Year Corporate Bond ETF SCHI Stock Holding History

Patten & Patten’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 		$306K Buy
13,497
+89
+0.7% +$2.04K 0.02% 287
2025
Q4 		$308K Hold
13,408
– – 0.02% 285
2025
Q3 		$309K Sell
13,408
-35
-0.3% -$799 0.02% 287
2025
Q2 		$306K Hold
13,443
– – 0.02% 267
2025
Q1 		$302K Buy
13,443
+1,735
+15% +$38.6K 0.02% 267
2024
Q4 		$258K Hold
11,708
– – 0.02% 278
2024
Q3 		$270K Sell
11,708
-74
-0.6% -$1.68K 0.02% 271
2024
Q2 		$260K Hold
11,782
– – 0.02% 268
2024
Q1 		$262K Buy
+11,782
New +$262K 0.02% 269

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