Truist Financial
SCHI icon

Truist Financial’s Schwab 5-10 Year Corporate Bond ETF SCHI Stock Holding History

Truist Financial’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 		$5.33M Sell
234,932
-7,312
-3% -$168K 0.01% 834
2025
Q4 		$5.56M Sell
242,244
-18,075
-7% -$417K 0.01% 806
2025
Q3 		$6.01M Sell
260,319
-546
-0.2% -$12.5K 0.01% 808
2025
Q2 		$5.94M Sell
260,865
-19,016
-7% -$424K 0.01% 775
2025
Q1 		$6.29M Sell
279,881
-6,384
-2% -$142K 0.01% 733
2024
Q4 		$6.32M Sell
286,265
-4,251
-1% -$95.5K 0.01% 736
2024
Q3 		$6.71M Buy
290,516
+4,022
+1% +$91.2K 0.01% 722
2024
Q2 		$6.32M Sell
286,494
-37,142
-11% -$814K 0.01% 770
2024
Q1 		$7.2M Buy
+323,636
New +$7.19M 0.01% 746

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RIG
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Ameriprise
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BFG
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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