Semmax Financial Advisors’s Schwab 5-10 Year Corporate Bond ETF SCHI Stock Holding History

Semmax Financial Advisors’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 Q2	$4.13M	Buy	181,557 +4,492	+3%	+$100K	1.06%	38
2025 Q1	$3.93M	Buy	177,065 +7,356	+4%	+$164K	1.06%	38
2024 Q4	$3.76M	Sell	169,709 -403,057	-70%	-$9.06M	1%	40
2024 Q3	$6.38M	Buy	572,766 +302,046	+112%	+$6.85M	1.75%	11
2024 Q2	$6.15M	Buy	270,720 +27,452	+11%	+$602K	1.85%	8
2024 Q1	$5.32M	Buy	243,268 +37,288	+18%	+$828K	1.75%	11
2023 Q4	$4.52M	Buy	205,980 +205,354	+32,804%	+$4.4M	1.65%	13
2023 Q3	$13.2K	Buy	+626	New	+$13.5K	0.01%	182

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

CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return

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

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

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

SLWA

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

LAM

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

Semmax Financial Advisors's SCHI Position: Q2 2025 in Review

Semmax Financial Advisors increased its Schwab 5-10 Year Corporate Bond ETF (SCHI) stake by 2.5% in Q2 2025, buying an estimated $100K and bringing the position to 181,557 shares worth $4.13M. The position accounts for 1.06% of the portfolio, ranked #38.

Semmax Financial Advisors first reported a position in SCHI in Q3 2023 and has held it in 8 quarters since. The position peaked at $6.38M in Q3 2024. 226 funds tracked by Wall St. Rank hold SCHI as of Q2 2025.

Semmax Financial Advisors held 181,557 shares of Schwab 5-10 Year Corporate Bond ETF worth $4.13M as of Q2 2025.
Semmax Financial Advisors bought 4,492 Schwab 5-10 Year Corporate Bond ETF shares in Q2 2025, an estimated $100K.
Schwab 5-10 Year Corporate Bond ETF made up 1.06% of Semmax Financial Advisors's portfolio in Q2 2025, its #38 holding.
Semmax Financial Advisors first reported a position in Schwab 5-10 Year Corporate Bond ETF in Q3 2023 and has held it in 8 quarters since.
Semmax Financial Advisors's Schwab 5-10 Year Corporate Bond ETF position peaked at $6.38M in Q3 2024.
226 funds tracked by Wall St. Rank held Schwab 5-10 Year Corporate Bond ETF as of Q2 2025.

Based on Semmax Financial Advisors's 13F filing for Q2 2025, filed 15 Aug 2025.