Signet Financial Management’s Schwab 5-10 Year Corporate Bond ETF SCHI Stock Holding History

Signet Financial Management’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	-10,281	Closed	-$234K	–	298
2025 Q2	$234K	Sell	10,281 -116,052	-92%	-$2.59M	0.03%	269
2025 Q1	$2.84M	Sell	126,333 -14,146	-10%	-$315K	0.38%	88
2024 Q4	$3.1M	Buy	140,479 +2,219	+2%	+$49.9K	0.4%	84
2024 Q3	$3.19M	Sell	138,260 -1,772	-1%	-$40.2K	0.41%	81
2024 Q2	$3.09M	Buy	140,032 +5,794	+4%	+$127K	0.42%	81
2024 Q1	$2.99M	Buy	134,238 +5,676	+4%	+$126K	0.41%	81
2023 Q4	$2.89M	Buy	128,562 +11,380	+10%	+$244K	0.43%	77
2023 Q3	$2.47M	Buy	+117,182	New	+$2.53M	0.41%	84

Other funds holding SCHI

RIG

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

CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

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

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 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 $570B AUM 27.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

Gunma Bank Gunma, Japan $319M AUM 1.17% 1-Year Est. Return

LAM

L2 Asset Management Wayland, Massachusetts $1.05B AUM 29.07% 1-Year Est. Return

Signet Financial Management's SCHI Position: Q3 2025 in Review

Signet Financial Management sold out of Schwab 5-10 Year Corporate Bond ETF (SCHI) in Q3 2025, closing a stake of 10,281 shares — an estimated $234K sold.

Signet Financial Management first reported a position in SCHI in Q3 2023 and held it in 8 quarters. The position peaked at $3.19M in Q3 2024. 223 funds tracked by Wall St. Rank hold SCHI as of Q3 2025.

Signet Financial Management reported no remaining Schwab 5-10 Year Corporate Bond ETF position as of Q3 2025 after selling out during the quarter.
Signet Financial Management sold 10,281 Schwab 5-10 Year Corporate Bond ETF shares in Q3 2025, an estimated $234K.
Signet Financial Management first reported a position in Schwab 5-10 Year Corporate Bond ETF in Q3 2023 and held it in 8 quarters.
Signet Financial Management's Schwab 5-10 Year Corporate Bond ETF position peaked at $3.19M in Q3 2024.
223 funds tracked by Wall St. Rank held Schwab 5-10 Year Corporate Bond ETF as of Q3 2025.

Based on Signet Financial Management's 13F filing for Q3 2025, filed 7 Nov 2025.