VA
SCHI icon

Vident Advisory’s Schwab 5-10 Year Corporate Bond ETF SCHI Stock Holding History

Vident Advisory’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 		$4.07M Sell
179,346
-105,668
-37% -$2.42M 0.03% 406
2025
Q4 		$6.55M Sell
285,014
-98,625
-26% -$2.27M 0.06% 261
2025
Q3 		$8.85M Buy
383,639
+70,608
+23% +$1.61M 0.09% 214
2025
Q2 		$7.12M Buy
313,031
+82,937
+36% +$1.85M 0.08% 212
2025
Q1 		$5.17M Buy
230,094
+49,738
+28% +$1.11M 0.08% 227
2024
Q4 		$3.98M Buy
+180,356
New +$4.05M 0.07% 254
2024
Q3 		– Sell
-118,984
Closed -$2.62M – 1533
2024
Q2 		$2.62M Buy
+118,984
New +$2.61M 0.07% 288
2024
Q1 		– Sell
-88,616
Closed -$1.99M – 1391
2023
Q4 		$1.99M Buy
88,616
+728
+0.8% +$15.6K 0.05% 380
2023
Q3 		$1.85M Buy
+87,888
New +$1.9M 0.06% 326

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