Synergy Asset Management’s Schwab 5-10 Year Corporate Bond ETF SCHI Stock Holding History

Synergy Asset 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 Q1	–	Sell	-225	Closed	-$10.4K	–	702
2024 Q4	$10.4K	Buy	+225	New	+$5.05K	﹤0.01%	464

Other funds holding SCHI

RIG

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

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

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

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 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 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

Synergy Asset Management's SCHI Position: Q1 2025 in Review

Synergy Asset Management sold out of Schwab 5-10 Year Corporate Bond ETF (SCHI) in Q1 2025, closing a stake of 225 shares — an estimated $10.4K sold.

Synergy Asset Management first reported a position in SCHI in Q4 2024 and held it in 1 quarter. The position peaked at $10.4K in Q4 2024. 214 funds tracked by Wall St. Rank hold SCHI as of Q1 2025.

Synergy Asset Management reported no remaining Schwab 5-10 Year Corporate Bond ETF position as of Q1 2025 after selling out during the quarter.
Synergy Asset Management sold 225 Schwab 5-10 Year Corporate Bond ETF shares in Q1 2025, an estimated $10.4K.
Synergy Asset Management first reported a position in Schwab 5-10 Year Corporate Bond ETF in Q4 2024 and held it in 1 quarter.
Synergy Asset Management's Schwab 5-10 Year Corporate Bond ETF position peaked at $10.4K in Q4 2024.
214 funds tracked by Wall St. Rank held Schwab 5-10 Year Corporate Bond ETF as of Q1 2025.

Based on Synergy Asset Management's 13F filing for Q1 2025, filed 22 Apr 2025.