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

Addison 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 Q3	$61.6K	Hold	2,875	–	–	0.03%	240
2026 Q2	$65.1K	Buy	+2,875	New	+$65.1K	0.03%	226
2025 Q2	–	Sell	-224	Closed	-$5.03K	–	921
2025 Q1	$5.03K	Hold	224	–	–	﹤0.01%	670
2024 Q4	$4.94K	Hold	224	–	–	﹤0.01%	676
2024 Q3	$5.17K	Sell	224 -2,918	-93%	-$66.2K	﹤0.01%	666
2024 Q2	$69.3K	Buy	+3,142	New	+$68.9K	0.02%	329
2024 Q1	–	Sell	-696	Closed	-$15.6K	–	733
2023 Q4	$15.6K	Buy	696 +668	+2,386%	+$14.3K	0.01%	478
2023 Q3	$591	Buy	+28	New	+$606	﹤0.01%	631

Other funds holding SCHI

WestHill Financial Advisors San Rafael, California $597M AUM 13.09% 1-Year Est. Return

White & Co Financial Planning Sunnyside, Washington $151M AUM 8.16% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

BCG

BRIA Capital Group Wesley Chapel, Florida $147M AUM 19.54% 1-Year Est. Return

Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return

FF Advisors Manhattan Beach, California $273M AUM 14.87% 1-Year Est. Return

Charles Schwab Trust Henderson, Nevada $1.73B AUM 11.35% 1-Year Est. Return

Kaizen Financial Strategies Campbell, California $254M AUM 28.38% 1-Year Est. Return

Bank of New Hampshire Laconia, New Hampshire $463M AUM 23.57% 1-Year Est. Return

Bestgate Wealth Advisors Frederick, Maryland $158M AUM 16.38% 1-Year Est. Return

Addison Advisors's SCHI Position: Q3 2026 in Review

Addison Advisors held its Schwab 5-10 Year Corporate Bond ETF (SCHI) position steady in Q3 2026 at 2,875 shares worth $61.6K. The position accounts for 0.03% of the portfolio, ranked #240.

Addison Advisors first reported a position in SCHI in Q3 2023 and has held it in 8 quarters since. The position peaked at $69.3K in Q2 2024. 148 funds tracked by Wall St. Rank hold SCHI as of Q3 2026.

Addison Advisors held 2,875 shares of Schwab 5-10 Year Corporate Bond ETF worth $61.6K as of Q3 2026.
Addison Advisors left its Schwab 5-10 Year Corporate Bond ETF share count unchanged in Q3 2026.
Schwab 5-10 Year Corporate Bond ETF made up 0.03% of Addison Advisors's portfolio in Q3 2026, its #240 holding.
Addison Advisors first reported a position in Schwab 5-10 Year Corporate Bond ETF in Q3 2023 and has held it in 8 quarters since.
Addison Advisors's Schwab 5-10 Year Corporate Bond ETF position peaked at $69.3K in Q2 2024.
148 funds tracked by Wall St. Rank held Schwab 5-10 Year Corporate Bond ETF as of Q3 2026.

Based on Addison Advisors's 13F filing for Q3 2026, filed 6 Nov 2026.