PWM
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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 $6.46B AUM 18.45% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.2B AUM 18.32% 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
BFG
Bouchey Financial Group Troy, New York $1.36B AUM 13.96% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 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
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
LAM
L2 Asset Management Wayland, Massachusetts $1.05B AUM 29.07% 1-Year Est. Return