Transform Wealth’s Schwab 5-10 Year Corporate Bond ETF SCHI Stock Holding History

Transform Wealth’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	$751K	Sell	33,420 -27,423	-45%	-$610K	0.05%	150
2024 Q4	$1.34M	Sell	60,843 -2,559	-4%	-$57.5K	0.07%	132
2024 Q3	$1.46M	Sell	63,402 -2,858	-4%	-$64.8K	0.1%	110
2024 Q2	$1.46M	Buy	66,260 +4,610	+7%	+$101K	0.11%	109
2024 Q1	$1.37M	Buy	61,650 +2,684	+5%	+$59.6K	0.13%	113
2023 Q4	$1.32M	Buy	58,966 +7,894	+15%	+$169K	0.13%	120
2023 Q3	$1.08M	Buy	51,072 +332	+0.7%	+$7.18K	0.11%	128
2023 Q2	$1.12M	Buy	+50,740	New	+$1.12M	0.1%	130

Other funds holding SCHI

RIG

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 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 $1.37T AUM 24.88% 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 $40.4B AUM 21.2% 1-Year Est. Return

LAM

L2 Asset Management Wayland, Massachusetts $1.05B AUM 29.07% 1-Year Est. Return

Transform Wealth's SCHI Position: Q1 2025 in Review

Transform Wealth reduced its Schwab 5-10 Year Corporate Bond ETF (SCHI) stake by 45% in Q1 2025, selling an estimated $610K and leaving 33,420 shares worth $751K. The position accounts for 0.05% of the portfolio, ranked #150.

Transform Wealth first reported a position in SCHI in Q2 2023 and has held it in 8 quarters since. The position peaked at $1.46M in Q3 2024. 213 funds tracked by Wall St. Rank hold SCHI as of Q1 2025.

Transform Wealth held 33,420 shares of Schwab 5-10 Year Corporate Bond ETF worth $751K as of Q1 2025.
Transform Wealth sold 27,423 Schwab 5-10 Year Corporate Bond ETF shares in Q1 2025, an estimated $610K.
Schwab 5-10 Year Corporate Bond ETF made up 0.05% of Transform Wealth's portfolio in Q1 2025, its #150 holding.
Transform Wealth first reported a position in Schwab 5-10 Year Corporate Bond ETF in Q2 2023 and has held it in 8 quarters since.
Transform Wealth's Schwab 5-10 Year Corporate Bond ETF position peaked at $1.46M in Q3 2024.
213 funds tracked by Wall St. Rank held Schwab 5-10 Year Corporate Bond ETF as of Q1 2025.

Based on Transform Wealth's 13F filing for Q1 2025, filed 15 Apr 2025.