Security Financial Services’s Schwab 5-10 Year Corporate Bond ETF SCHI Stock Holding History

Security Financial Services’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	-15,016	Closed	-$347K	–	174
2024 Q3	$347K	Sell	15,016 -1,808	-11%	-$41K	0.07%	118
2024 Q2	$371K	Buy	16,824 +2,592	+18%	+$56.8K	0.08%	113
2024 Q1	$317K	Sell	14,232 -42,792	-75%	-$950K	0.07%	138
2023 Q4	$1.28M	Buy	57,024 +4,614	+9%	+$98.8K	0.31%	53
2023 Q3	$1.11M	Buy	+52,410	New	+$1.13M	0.31%	57

Other funds holding SCHI

RIG

RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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 $369B AUM 28.27% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

BFG

Bouchey Financial Group Troy, New York $1.55B AUM 29.02% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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 $51.6B AUM 27.34% 1-Year Est. Return

LAM

L2 Asset Management Wayland, Massachusetts $963M AUM 38.06% 1-Year Est. Return

Security Financial Services's SCHI Position: Q4 2024 in Review

Security Financial Services sold out of Schwab 5-10 Year Corporate Bond ETF (SCHI) in Q4 2024, closing a stake of 15,016 shares — an estimated $347K sold.

Security Financial Services first reported a position in SCHI in Q3 2023 and held it in 5 quarters. The position peaked at $1.28M in Q4 2023. 208 funds tracked by Wall St. Rank hold SCHI as of Q4 2024.

Security Financial Services reported no remaining Schwab 5-10 Year Corporate Bond ETF position as of Q4 2024 after selling out during the quarter.
Security Financial Services sold 15,016 Schwab 5-10 Year Corporate Bond ETF shares in Q4 2024, an estimated $347K.
Security Financial Services first reported a position in Schwab 5-10 Year Corporate Bond ETF in Q3 2023 and held it in 5 quarters.
Security Financial Services's Schwab 5-10 Year Corporate Bond ETF position peaked at $1.28M in Q4 2023.
208 funds tracked by Wall St. Rank held Schwab 5-10 Year Corporate Bond ETF as of Q4 2024.

Based on Security Financial Services's 13F filing for Q4 2024, filed 13 Feb 2025.