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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
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

CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return
RIG
RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
AC
Allstate Corporation Northbrook, Illinois $10B AUM 30.74% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
BFG
Bouchey Financial Group Troy, New York $1.55B AUM 29.02% 1-Year Est. Return
PC
Permanens Capital New York $972M AUM 27.73% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

Addison Advisors's SCHI Position: Q2 2026 in Review

Addison Advisors opened a new position in Schwab 5-10 Year Corporate Bond ETF (SCHI) in Q2 2026: 2,875 shares worth $65.1K. The stake represents 0.03% of the portfolio and ranks #226 among its holdings. This is a return to the name: Addison Advisors previously reported a position in SCHI as recently as Q1 2025.

Addison Advisors first reported a position in SCHI in Q3 2023 and has held it in 7 quarters since. The position peaked at $69.3K in Q2 2024. 267 funds tracked by Wall St. Rank hold SCHI as of Q2 2026.

  • Addison Advisors held 2,875 shares of Schwab 5-10 Year Corporate Bond ETF worth $65.1K as of Q2 2026.
  • Schwab 5-10 Year Corporate Bond ETF was a new Addison Advisors position in Q2 2026.
  • Schwab 5-10 Year Corporate Bond ETF made up 0.03% of Addison Advisors's portfolio in Q2 2026, its #226 holding.
  • Addison Advisors first reported a position in Schwab 5-10 Year Corporate Bond ETF in Q3 2023 and has held it in 7 quarters since.
  • Addison Advisors's Schwab 5-10 Year Corporate Bond ETF position peaked at $69.3K in Q2 2024.
  • 267 funds tracked by Wall St. Rank held Schwab 5-10 Year Corporate Bond ETF as of Q2 2026.

Based on Addison Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.