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

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

Envestnet Asset Management

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

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

Raymond James Financial

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

Royal Bank of Canada

Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return

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

Bank of America

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

San Luis Wealth Advisors San Luis Obispo, California $604M AUM 15.93% 1-Year Est. Return

Janney Montgomery Scott

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