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Advisor Resource Council’s Schwab 5-10 Year Corporate Bond ETF SCHI Stock Holding History

Advisor Resource Council’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 		$298K Sell
13,215
-386
-3% -$8.74K 0.08% 205
2026
Q1 		$308K Buy
13,601
+73
+0.5% +$1.67K 0.1% 174
2025
Q4 		$310K Buy
+13,528
New +$312K 0.11% 184

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

Advisor Resource Council's SCHI Position: Q2 2026 in Review

Advisor Resource Council reduced its Schwab 5-10 Year Corporate Bond ETF (SCHI) stake by 2.8% in Q2 2026, selling an estimated $8.74K and leaving 13,215 shares worth $298K. The position accounts for 0.08% of the portfolio, ranked #205.

Advisor Resource Council first reported a position in SCHI in Q4 2025 and has held it in 3 quarters since. The position peaked at $310K in Q4 2025. 266 funds tracked by Wall St. Rank hold SCHI as of Q2 2026.

  • Advisor Resource Council held 13,215 shares of Schwab 5-10 Year Corporate Bond ETF worth $298K as of Q2 2026.
  • Advisor Resource Council sold 386 Schwab 5-10 Year Corporate Bond ETF shares in Q2 2026, an estimated $8.74K.
  • Schwab 5-10 Year Corporate Bond ETF made up 0.08% of Advisor Resource Council's portfolio in Q2 2026, its #205 holding.
  • Advisor Resource Council first reported a position in Schwab 5-10 Year Corporate Bond ETF in Q4 2025 and has held it in 3 quarters since.
  • Advisor Resource Council's Schwab 5-10 Year Corporate Bond ETF position peaked at $310K in Q4 2025.
  • 266 funds tracked by Wall St. Rank held Schwab 5-10 Year Corporate Bond ETF as of Q2 2026.

Based on Advisor Resource Council's 13F filing for Q2 2026, filed 28 Jul 2026.