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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 $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