Perigon Wealth Management’s Schwab 5-10 Year Corporate Bond ETF SCHI Stock Holding History

Perigon Wealth 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	-10,541	Closed	-$243K	–	1360
2025 Q3	$243K	Sell	10,541 -3,756	-26%	-$85.7K	0.01%	1058
2025 Q2	$325K	Buy	14,297 +100	+0.7%	+$2.23K	0.01%	815
2025 Q1	$319K	Sell	14,197 -1,214	-8%	-$27K	0.01%	789
2024 Q4	$340K	Sell	15,411 -909	-6%	-$20.4K	0.01%	773
2024 Q3	$377K	Buy	16,320 +274	+2%	+$6.21K	0.01%	704
2024 Q2	$354K	Sell	16,046 -17,750	-53%	-$389K	0.01%	630
2024 Q1	$752K	Buy	+33,796	New	+$750K	0.02%	438

Other funds holding SCHI

RIG

RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

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 Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

Perigon Wealth Management's SCHI Position: Q4 2025 in Review

Perigon Wealth Management sold out of Schwab 5-10 Year Corporate Bond ETF (SCHI) in Q4 2025, closing a stake of 10,541 shares — an estimated $243K sold.

Perigon Wealth Management first reported a position in SCHI in Q1 2024 and held it in 7 quarters. The position peaked at $752K in Q1 2024. 230 funds tracked by Wall St. Rank hold SCHI as of Q4 2025.

Perigon Wealth Management reported no remaining Schwab 5-10 Year Corporate Bond ETF position as of Q4 2025 after selling out during the quarter.
Perigon Wealth Management sold 10,541 Schwab 5-10 Year Corporate Bond ETF shares in Q4 2025, an estimated $243K.
Perigon Wealth Management first reported a position in Schwab 5-10 Year Corporate Bond ETF in Q1 2024 and held it in 7 quarters.
Perigon Wealth Management's Schwab 5-10 Year Corporate Bond ETF position peaked at $752K in Q1 2024.
230 funds tracked by Wall St. Rank held Schwab 5-10 Year Corporate Bond ETF as of Q4 2025.

Based on Perigon Wealth Management's 13F filing for Q4 2025, filed 16 Jan 2026.