TWM
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Tradition Wealth Management’s Schwab 5-10 Year Corporate Bond ETF SCHI Stock Holding History

Tradition Wealth 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
2026
Q1 		$279K Sell
12,301
-197
-2% -$4.52K 0.02% 404
2025
Q4 		$287K Sell
12,498
-1,593
-11% -$36.7K 0.02% 393
2025
Q3 		$325K Sell
14,091
-281
-2% -$6.42K 0.02% 354
2025
Q2 		$327K Sell
14,372
-488
-3% -$10.9K 0.03% 332
2025
Q1 		$334K Hold
14,860
– – 0.03% 317
2024
Q4 		$328K Sell
14,860
-308
-2% -$6.92K 0.03% 309
2024
Q3 		$350K Hold
15,168
– – 0.03% 298
2024
Q2 		$334K Buy
15,168
+114
+0.8% +$2.5K 0.03% 295
2024
Q1 		$335K Buy
15,054
+14,506
+2,647% +$322K 0.03% 289
2023
Q4 		$12K Buy
548
+268
+96% +$5.74K ﹤0.01% 967
2023
Q3 		$6K Buy
+280
New +$6.06K ﹤0.01% 1140

Other funds holding SCHI

CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.2B AUM 18.32% 1-Year Est. Return
RIG
RiverFront Investment Group Richmond, Virginia $6.46B AUM 18.45% 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
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return
BFG
Bouchey Financial Group Troy, New York $1.36B AUM 13.96% 1-Year Est. Return
PC
Permanens Capital New York $776M AUM 30.08% 1-Year Est. Return
LAM
L2 Asset Management Wayland, Massachusetts $1.05B AUM 29.07% 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