PFG Advisors’s Schwab 5-10 Year Corporate Bond ETF SCHI Stock Holding History

PFG Advisors’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	-12,281	Closed	-$283K	–	851
2025 Q3	$283K	Buy	+12,281	New	+$280K	0.01%	695
2025 Q2	–	Sell	-12,459	Closed	-$280K	–	738
2025 Q1	$280K	Sell	12,459 -732	-6%	-$16.3K	0.02%	602
2024 Q4	$291K	Buy	+13,191	New	+$296K	0.02%	592
2024 Q3	–	Sell	-37,600	Closed	-$829K	–	716
2024 Q2	$829K	Sell	37,600 -7,046	-16%	-$154K	0.06%	321
2024 Q1	$993K	Sell	44,646 -9,886	-18%	-$219K	0.07%	289
2023 Q4	$1.23M	Buy	54,532 +29,152	+115%	+$624K	0.1%	232
2023 Q3	$536K	Buy	+25,380	New	+$549K	0.05%	343
2022 Q1	–	Sell	-9,980	Closed	-$258K	–	515
2021 Q4	$258K	Sell	9,980 -550	-5%	-$14.2K	0.03%	459
2021 Q3	$275K	Sell	10,530 -458	-4%	-$12.1K	0.03%	427
2021 Q2	$289K	Buy	+10,988	New	+$286K	0.03%	403

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 22.96% 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

PFG Advisors's SCHI Position: Q4 2025 in Review

PFG Advisors sold out of Schwab 5-10 Year Corporate Bond ETF (SCHI) in Q4 2025, closing a stake of 12,281 shares — an estimated $283K sold.

PFG Advisors first reported a position in SCHI in Q2 2021 and held it in 10 quarters. The position peaked at $1.23M in Q4 2023. 230 funds tracked by Wall St. Rank hold SCHI as of Q4 2025.

PFG Advisors reported no remaining Schwab 5-10 Year Corporate Bond ETF position as of Q4 2025 after selling out during the quarter.
PFG Advisors sold 12,281 Schwab 5-10 Year Corporate Bond ETF shares in Q4 2025, an estimated $283K.
PFG Advisors first reported a position in Schwab 5-10 Year Corporate Bond ETF in Q2 2021 and held it in 10 quarters.
PFG Advisors's Schwab 5-10 Year Corporate Bond ETF position peaked at $1.23M in Q4 2023.
230 funds tracked by Wall St. Rank held Schwab 5-10 Year Corporate Bond ETF as of Q4 2025.

Based on PFG Advisors's 13F filing for Q4 2025, filed 27 Jan 2026.