Rockefeller Capital Management
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Rockefeller Capital Management’s Schwab 5-10 Year Corporate Bond ETF SCHI Stock Holding History

Rockefeller Capital Management’s Portfolio SCHI Stock Details SCHI Fund Activity
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Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		$21.6K Buy
2025
Q1 		– Sell
2024
Q4 		$332K Buy
2024
Q2 		– Sell
2024
Q1 		$14M Buy
2023
Q1 		– Sell
2022
Q4 		$183K Hold
2022
Q3 		$178K Buy