SAI
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Savvy Advisors Inc’s Schwab 5-10 Year Corporate Bond ETF SCHI Stock Holding History

Savvy Advisors Inc’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
Q3 		– Sell
-9,999
Closed -$228K – 842
2025
Q2 		$228K Buy
+9,999
New +$223K 0.02% 567

Other funds holding SCHI

RIG
RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
BFG
Bouchey Financial Group Troy, New York $1.55B AUM 29.02% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
GB
Gunma Bank Gunma, Japan $319M AUM 1.17% 1-Year Est. Return
LAM
L2 Asset Management Wayland, Massachusetts $963M AUM 38.06% 1-Year Est. Return

Savvy Advisors Inc's SCHI Position: Q3 2025 in Review

Savvy Advisors Inc sold out of Schwab 5-10 Year Corporate Bond ETF (SCHI) in Q3 2025, closing a stake of 9,999 shares — an estimated $228K sold.

Savvy Advisors Inc first reported a position in SCHI in Q2 2025 and held it in 1 quarter. The position peaked at $228K in Q2 2025. 223 funds tracked by Wall St. Rank hold SCHI as of Q3 2025.

  • Savvy Advisors Inc reported no remaining Schwab 5-10 Year Corporate Bond ETF position as of Q3 2025 after selling out during the quarter.
  • Savvy Advisors Inc sold 9,999 Schwab 5-10 Year Corporate Bond ETF shares in Q3 2025, an estimated $228K.
  • Savvy Advisors Inc first reported a position in Schwab 5-10 Year Corporate Bond ETF in Q2 2025 and held it in 1 quarter.
  • Savvy Advisors Inc's Schwab 5-10 Year Corporate Bond ETF position peaked at $228K in Q2 2025.
  • 223 funds tracked by Wall St. Rank held Schwab 5-10 Year Corporate Bond ETF as of Q3 2025.

Based on Savvy Advisors Inc's 13F filing for Q3 2025, filed 6 Nov 2025.