Spectrum Wealth Counsel’s Schwab 5-10 Year Corporate Bond ETF SCHI Stock Holding History

Spectrum Wealth Counsel’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 Q1	$20.5K	Hold	913	–	–	﹤0.01%	202
2024 Q4	$20.2K	Sell	913 -1	-0.1%	-$22	﹤0.01%	200
2024 Q3	$21.1K	Hold	914	–	–	﹤0.01%	211
2024 Q2	$20.1K	Hold	914	–	–	﹤0.01%	257
2024 Q1	$20.3K	Hold	914	–	–	﹤0.01%	258
2023 Q4	$20.5K	Buy	+914	New	+$19.6K	﹤0.01%	227

Other funds holding SCHI

RIG

RiverFront Investment Group Richmond, Virginia $6.46B AUM 18.45% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

BFG

Bouchey Financial Group Troy, New York $1.36B AUM 13.96% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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 $40.4B AUM 21.2% 1-Year Est. Return

LAM

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

Spectrum Wealth Counsel's SCHI Position: Q1 2025 in Review

Spectrum Wealth Counsel held its Schwab 5-10 Year Corporate Bond ETF (SCHI) position steady in Q1 2025 at 913 shares worth $20.5K. The position accounts for ﹤0.01% of the portfolio, ranked #202.

Spectrum Wealth Counsel first reported a position in SCHI in Q4 2023 and has held it in 6 quarters since. The position peaked at $21.1K in Q3 2024. 213 funds tracked by Wall St. Rank hold SCHI as of Q1 2025.

Spectrum Wealth Counsel held 913 shares of Schwab 5-10 Year Corporate Bond ETF worth $20.5K as of Q1 2025.
Spectrum Wealth Counsel left its Schwab 5-10 Year Corporate Bond ETF share count unchanged in Q1 2025.
Schwab 5-10 Year Corporate Bond ETF made up ﹤0.01% of Spectrum Wealth Counsel's portfolio in Q1 2025, its #202 holding.
Spectrum Wealth Counsel first reported a position in Schwab 5-10 Year Corporate Bond ETF in Q4 2023 and has held it in 6 quarters since.
Spectrum Wealth Counsel's Schwab 5-10 Year Corporate Bond ETF position peaked at $21.1K in Q3 2024.
213 funds tracked by Wall St. Rank held Schwab 5-10 Year Corporate Bond ETF as of Q1 2025.

Based on Spectrum Wealth Counsel's 13F filing for Q1 2025, filed 7 May 2025.