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

Prosperity 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 		$511K Sell
22,235
-633
-3% -$14.6K 0.17% 125
2025
Q3 		$528K Sell
22,868
-152
-0.7% -$3.47K 0.18% 122
2025
Q2 		$524K Buy
+23,020
New +$514K 0.19% 117

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 $57.3B 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 $432B AUM 30.22% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B 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

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

Prosperity Wealth Management reduced its Schwab 5-10 Year Corporate Bond ETF (SCHI) stake by 2.8% in Q4 2025, selling an estimated $14.6K and leaving 22,235 shares worth $511K. The position accounts for 0.17% of the portfolio, ranked #125.

Prosperity Wealth Management first reported a position in SCHI in Q2 2025 and has held it in 3 quarters since. The position peaked at $528K in Q3 2025. 229 funds tracked by Wall St. Rank hold SCHI as of Q4 2025.

  • Prosperity Wealth Management held 22,235 shares of Schwab 5-10 Year Corporate Bond ETF worth $511K as of Q4 2025.
  • Prosperity Wealth Management sold 633 Schwab 5-10 Year Corporate Bond ETF shares in Q4 2025, an estimated $14.6K.
  • Schwab 5-10 Year Corporate Bond ETF made up 0.17% of Prosperity Wealth Management's portfolio in Q4 2025, its #125 holding.
  • Prosperity Wealth Management first reported a position in Schwab 5-10 Year Corporate Bond ETF in Q2 2025 and has held it in 3 quarters since.
  • Prosperity Wealth Management's Schwab 5-10 Year Corporate Bond ETF position peaked at $528K in Q3 2025.
  • 229 funds tracked by Wall St. Rank held Schwab 5-10 Year Corporate Bond ETF as of Q4 2025.

Based on Prosperity Wealth Management's 13F filing for Q4 2025, filed 27 Mar 2026.