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

Summit Financial Wealth Advisors’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 		– Sell
-9,100
Closed -$201K – 158
2024
Q4 		$201K Buy
+9,100
New +$204K 0.04% 147

Other funds holding SCHI

RIG
RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
BFG
Bouchey Financial Group Troy, New York $1.55B AUM 29.02% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
SLWA
San Luis Wealth Advisors San Luis Obispo, California $664M AUM 19.82% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
LAM
L2 Asset Management Wayland, Massachusetts $963M AUM 38.06% 1-Year Est. Return

Summit Financial Wealth Advisors's SCHI Position: Q1 2025 in Review

Summit Financial Wealth Advisors sold out of Schwab 5-10 Year Corporate Bond ETF (SCHI) in Q1 2025, closing a stake of 9,100 shares — an estimated $201K sold.

Summit Financial Wealth Advisors first reported a position in SCHI in Q4 2024 and held it in 1 quarter. The position peaked at $201K in Q4 2024. 214 funds tracked by Wall St. Rank hold SCHI as of Q1 2025.

  • Summit Financial Wealth Advisors reported no remaining Schwab 5-10 Year Corporate Bond ETF position as of Q1 2025 after selling out during the quarter.
  • Summit Financial Wealth Advisors sold 9,100 Schwab 5-10 Year Corporate Bond ETF shares in Q1 2025, an estimated $201K.
  • Summit Financial Wealth Advisors first reported a position in Schwab 5-10 Year Corporate Bond ETF in Q4 2024 and held it in 1 quarter.
  • Summit Financial Wealth Advisors's Schwab 5-10 Year Corporate Bond ETF position peaked at $201K in Q4 2024.
  • 214 funds tracked by Wall St. Rank held Schwab 5-10 Year Corporate Bond ETF as of Q1 2025.

Based on Summit Financial Wealth Advisors's 13F filing for Q1 2025, filed 14 May 2025.