Prime Capital Investment Advisors’s Schwab 5-10 Year Corporate Bond ETF SCHI Stock Holding History

Prime Capital Investment 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 Q2	–	Sell	-11,111	Closed	-$250K	–	1095
2025 Q1	$250K	Buy	+11,111	New	+$247K	﹤0.01%	899
2024 Q1	–	Sell	-13,652	Closed	-$307K	–	1039
2023 Q4	$307K	Buy	13,652 +1,712	+14%	+$36.7K	﹤0.01%	733
2023 Q3	$252K	Buy	11,940 +322	+3%	+$6.96K	0.01%	629
2023 Q2	$256K	Buy	+11,618	New	+$257K	0.01%	651

Other funds holding SCHI

RIG

RiverFront Investment Group Richmond, Virginia $6.46B AUM 18.45% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

BFG

Bouchey Financial Group Troy, New York $1.55B AUM 29.02% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

SLWA

San Luis Wealth Advisors San Luis Obispo, California $664M AUM 19.82% 1-Year Est. Return

LAM

L2 Asset Management Wayland, Massachusetts $1.05B AUM 29.07% 1-Year Est. Return

Prime Capital Investment Advisors's SCHI Position: Q2 2025 in Review

Prime Capital Investment Advisors sold out of Schwab 5-10 Year Corporate Bond ETF (SCHI) in Q2 2025, closing a stake of 11,111 shares — an estimated $250K sold.

Prime Capital Investment Advisors first reported a position in SCHI in Q2 2023 and held it in 4 quarters. The position peaked at $307K in Q4 2023. 226 funds tracked by Wall St. Rank hold SCHI as of Q2 2025.

Prime Capital Investment Advisors reported no remaining Schwab 5-10 Year Corporate Bond ETF position as of Q2 2025 after selling out during the quarter.
Prime Capital Investment Advisors sold 11,111 Schwab 5-10 Year Corporate Bond ETF shares in Q2 2025, an estimated $250K.
Prime Capital Investment Advisors first reported a position in Schwab 5-10 Year Corporate Bond ETF in Q2 2023 and held it in 4 quarters.
Prime Capital Investment Advisors's Schwab 5-10 Year Corporate Bond ETF position peaked at $307K in Q4 2023.
226 funds tracked by Wall St. Rank held Schwab 5-10 Year Corporate Bond ETF as of Q2 2025.

Based on Prime Capital Investment Advisors's 13F filing for Q2 2025, filed 23 Jul 2025.