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Strategic Blueprint’s Schwab 5-10 Year Corporate Bond ETF SCHI Stock Holding History

Strategic Blueprint’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
-9,412
Closed -$214K – 755
2025
Q2 		$214K Buy
+9,412
New +$210K 0.01% 648
2025
Q1 		– Sell
-11,573
Closed -$255K – 720
2024
Q4 		$255K Sell
11,573
-75,459
-87% -$1.7M 0.02% 564
2024
Q3 		$2.01M Buy
87,032
+846
+1% +$19.2K 0.13% 150
2024
Q2 		$1.9M Buy
86,186
+9,230
+12% +$202K 0.13% 150
2024
Q1 		$1.71M Sell
76,956
-41,904
-35% -$930K 0.12% 168
2023
Q4 		$2.67M Buy
118,860
+61,132
+106% +$1.31M 0.22% 105
2023
Q3 		$1.22M Buy
+57,728
New +$1.25M 0.11% 173
2021
Q4 		– Sell
-11,300
Closed -$295K – 497
2021
Q3 		$295K Sell
11,300
-27,282
-71% -$720K 0.05% 337
2021
Q2 		$1.01M Sell
38,582
-5,500
-12% -$143K 0.16% 130
2021
Q1 		$1.13M Buy
+44,082
New +$1.16M 0.24% 96

Other funds holding SCHI

RIG
RiverFront Investment Group Richmond, Virginia $6.46B AUM 18.45% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.2B AUM 18.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
BFG
Bouchey Financial Group Troy, New York $1.36B AUM 13.96% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
GB
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