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 $7.56B AUM 23.82% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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

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

Strategic Blueprint's SCHI Position: Q3 2025 in Review

Strategic Blueprint sold out of Schwab 5-10 Year Corporate Bond ETF (SCHI) in Q3 2025, closing a stake of 9,412 shares — an estimated $214K sold.

Strategic Blueprint first reported a position in SCHI in Q1 2021 and held it in 10 quarters. The position peaked at $2.67M in Q4 2023. 223 funds tracked by Wall St. Rank hold SCHI as of Q3 2025.

Strategic Blueprint reported no remaining Schwab 5-10 Year Corporate Bond ETF position as of Q3 2025 after selling out during the quarter.
Strategic Blueprint sold 9,412 Schwab 5-10 Year Corporate Bond ETF shares in Q3 2025, an estimated $214K.
Strategic Blueprint first reported a position in Schwab 5-10 Year Corporate Bond ETF in Q1 2021 and held it in 10 quarters.
Strategic Blueprint's Schwab 5-10 Year Corporate Bond ETF position peaked at $2.67M in Q4 2023.
223 funds tracked by Wall St. Rank held Schwab 5-10 Year Corporate Bond ETF as of Q3 2025.

Based on Strategic Blueprint's 13F filing for Q3 2025, filed 23 Oct 2025.