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1620 Investment Advisors’s Schwab 5-10 Year Corporate Bond ETF SCHI Stock Holding History

1620 Investment Advisors’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
Q2 		$108K Hold
4,772
– – 0.07% 247
2026
Q1 		$108K Hold
4,772
– – 0.07% 226
2025
Q4 		$110K Sell
4,772
-275
-5% -$6.34K 0.07% 224
2025
Q3 		$116K Buy
5,047
+275
+6% +$6.28K 0.08% 210
2025
Q2 		$109K Hold
4,772
– – 0.08% 221
2025
Q1 		$107K Hold
4,772
– – 0.08% 204
2024
Q4 		$105K Hold
4,772
– – 0.08% 212
2024
Q3 		$110K Hold
4,772
– – 0.08% 212
2024
Q2 		$105K Buy
+4,772
New +$105K 0.08% 213

Other funds holding SCHI

WFA
WestHill Financial Advisors San Rafael, California $587M AUM 20.13% 1-Year Est. Return
CST
Charles Schwab Trust Henderson, Nevada $1.79B AUM 17.47% 1-Year Est. Return
WCFP
White & Co Financial Planning Sunnyside, Washington $161M AUM 18.51% 1-Year Est. Return
WWM
WT Wealth Management Scottsdale, Arizona $361M AUM 23.03% 1-Year Est. Return
SL
Systelligence LLC Bloomington, Minnesota $599M AUM 24.4% 1-Year Est. Return
BONH
Bank of New Hampshire Laconia, New Hampshire $479M AUM 31.52% 1-Year Est. Return
RA
Rational Advisors Huntington, New York $1.09B AUM 11.58% 1-Year Est. Return
E
Entelevest Coral Gables, Florida $117M AUM
MWM
MFG Wealth Management Indianapolis, Indiana $140M AUM 44.72% 1-Year Est. Return
CNBTD
Citizens National Bank Trust Department Meridian, Mississippi $680M AUM 46.36% 1-Year Est. Return

1620 Investment Advisors's SCHI Position: Q2 2026 in Review

1620 Investment Advisors held its Schwab 5-10 Year Corporate Bond ETF (SCHI) position steady in Q2 2026 at 4,772 shares worth $108K. The position accounts for 0.07% of the portfolio, ranked #247.

1620 Investment Advisors first reported a position in SCHI in Q2 2024 and has held it in 9 quarters since. The position peaked at $116K in Q3 2025. 75 funds tracked by Wall St. Rank hold SCHI as of Q2 2026.

  • 1620 Investment Advisors held 4,772 shares of Schwab 5-10 Year Corporate Bond ETF worth $108K as of Q2 2026.
  • 1620 Investment Advisors left its Schwab 5-10 Year Corporate Bond ETF share count unchanged in Q2 2026.
  • Schwab 5-10 Year Corporate Bond ETF made up 0.07% of 1620 Investment Advisors's portfolio in Q2 2026, its #247 holding.
  • 1620 Investment Advisors first reported a position in Schwab 5-10 Year Corporate Bond ETF in Q2 2024 and has held it in 9 quarters since.
  • 1620 Investment Advisors's Schwab 5-10 Year Corporate Bond ETF position peaked at $116K in Q3 2025.
  • 75 funds tracked by Wall St. Rank held Schwab 5-10 Year Corporate Bond ETF as of Q2 2026.

Based on 1620 Investment Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.