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Signal Advisors Wealth’s Schwab 5-10 Year Corporate Bond ETF SCHI Stock Holding History

Signal Advisors Wealth’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
-11,512
Closed -$262K – 527
2025
Q2 		$262K Buy
+11,512
New +$257K 0.02% 401
2024
Q1 		– Sell
-19,588
Closed -$440K – 297
2023
Q4 		$440K Buy
+19,588
New +$419K 0.15% 129

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

Signal Advisors Wealth's SCHI Position: Q3 2025 in Review

Signal Advisors Wealth sold out of Schwab 5-10 Year Corporate Bond ETF (SCHI) in Q3 2025, closing a stake of 11,512 shares — an estimated $262K sold.

Signal Advisors Wealth first reported a position in SCHI in Q4 2023 and held it in 2 quarters. The position peaked at $440K in Q4 2023. 223 funds tracked by Wall St. Rank hold SCHI as of Q3 2025.

  • Signal Advisors Wealth reported no remaining Schwab 5-10 Year Corporate Bond ETF position as of Q3 2025 after selling out during the quarter.
  • Signal Advisors Wealth sold 11,512 Schwab 5-10 Year Corporate Bond ETF shares in Q3 2025, an estimated $262K.
  • Signal Advisors Wealth first reported a position in Schwab 5-10 Year Corporate Bond ETF in Q4 2023 and held it in 2 quarters.
  • Signal Advisors Wealth's Schwab 5-10 Year Corporate Bond ETF position peaked at $440K in Q4 2023.
  • 223 funds tracked by Wall St. Rank held Schwab 5-10 Year Corporate Bond ETF as of Q3 2025.

Based on Signal Advisors Wealth's 13F filing for Q3 2025, filed 10 Oct 2025.