Rockbridge Investment Management’s Schwab 5-10 Year Corporate Bond ETF SCHI Stock Holding History

Rockbridge Investment 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
2024 Q4	–	Sell	-11,466	Closed	-$265K	–	136
2024 Q3	$265K	Hold	11,466	–	–	0.03%	108
2024 Q2	$253K	Hold	11,466	–	–	0.04%	104
2024 Q1	$255K	Buy	11,466 +112	+1%	+$2.49K	0.04%	105
2023 Q4	$255K	Buy	11,354 +482	+4%	+$10.3K	0.04%	100
2023 Q3	$229K	Buy	10,872 +36	+0.3%	+$779	0.04%	99
2023 Q2	$239K	Buy	10,836 +24	+0.2%	+$532	0.04%	98
2023 Q1	$241K	Sell	10,812 -1,200	-10%	-$26.5K	0.04%	97
2022 Q4	$259K	Hold	12,012	–	–	0.05%	93
2022 Q3	$252K	Hold	12,012	–	–	0.06%	85
2022 Q2	$268K	Hold	12,012	–	–	0.06%	85
2022 Q1	$286K	Hold	12,012	–	–	0.04%	123
2021 Q4	$310K	Buy	+12,012	New	+$311K	0.05%	135

Other funds holding SCHI

Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return

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

CWM

Campbell Wealth Management Alexandria, Virginia $1.11B AUM 14.16% 1-Year Est. Return

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

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

BFG

Bouchey Financial Group Troy, New York $1.36B AUM 13.96% 1-Year Est. Return

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

SLWA

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

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

Rockbridge Investment Management's SCHI Position: Q4 2024 in Review

Rockbridge Investment Management sold out of Schwab 5-10 Year Corporate Bond ETF (SCHI) in Q4 2024, closing a stake of 11,466 shares — an estimated $265K sold.

Rockbridge Investment Management first reported a position in SCHI in Q4 2021 and held it in 12 quarters. The position peaked at $310K in Q4 2021. 208 funds tracked by Wall St. Rank hold SCHI as of Q4 2024.

Rockbridge Investment Management reported no remaining Schwab 5-10 Year Corporate Bond ETF position as of Q4 2024 after selling out during the quarter.
Rockbridge Investment Management sold 11,466 Schwab 5-10 Year Corporate Bond ETF shares in Q4 2024, an estimated $265K.
Rockbridge Investment Management first reported a position in Schwab 5-10 Year Corporate Bond ETF in Q4 2021 and held it in 12 quarters.
Rockbridge Investment Management's Schwab 5-10 Year Corporate Bond ETF position peaked at $310K in Q4 2021.
208 funds tracked by Wall St. Rank held Schwab 5-10 Year Corporate Bond ETF as of Q4 2024.

Based on Rockbridge Investment Management's 13F filing for Q4 2024, filed 12 Feb 2025.