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Advisornet Financial’s Schwab 5-10 Year Corporate Bond ETF SCHI Stock Holding History

Advisornet Financial’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 		$1.27K Sell
56
-28
-33% -$634 ﹤0.01% 1994
2026
Q1 		$1.91K Buy
84
+28
+50% +$642 ﹤0.01% 1922
2025
Q4 		$1.29K Sell
56
-482
-90% -$11.1K ﹤0.01% 1953
2025
Q3 		$12.4K Buy
538
+359
+201% +$8.2K ﹤0.01% 1455
2025
Q2 		$4.07K Buy
+179
New +$3.99K ﹤0.01% 1723
2024
Q4 		– Sell
-10,676
Closed -$246K – 2225
2024
Q3 		$246K Sell
10,676
-56
-0.5% -$1.27K 0.02% 480
2024
Q2 		$237K Sell
10,732
-2,022
-16% -$44.3K 0.02% 444
2024
Q1 		$284K Sell
12,754
-18,236
-59% -$405K 0.03% 410
2023
Q4 		$696K Buy
30,990
+10,638
+52% +$228K 0.06% 267
2023
Q3 		$429K Buy
+20,352
New +$440K 0.04% 321
2023
Q1 		– Sell
-830
Closed -$17.9K – 2479
2022
Q4 		$17.9K Sell
830
-1,102
-57% -$23.6K ﹤0.01% 1096
2022
Q3 		$41K Buy
1,932
+340
+21% +$7.58K ﹤0.01% 908
2022
Q2 		$35K Sell
1,592
-892
-36% -$20.3K ﹤0.01% 981
2022
Q1 		$59K Sell
2,484
-1,314
-35% -$32.5K ﹤0.01% 911
2021
Q4 		$98K Sell
3,798
-272
-7% -$7.04K 0.01% 822
2021
Q3 		$106K Sell
4,070
-2,168
-35% -$57.2K 0.01% 767
2021
Q2 		$164K Sell
6,238
-70,700
-92% -$1.84M 0.01% 649
2021
Q1 		$1.98M Buy
+76,938
New +$2.02M 0.14% 153

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 40.91% 1-Year Est. Return

Advisornet Financial's SCHI Position: Q2 2026 in Review

Advisornet Financial reduced its Schwab 5-10 Year Corporate Bond ETF (SCHI) stake by 33% in Q2 2026, selling an estimated $634 and leaving 56 shares worth $1.27K. The position accounts for ﹤0.01% of the portfolio, ranked #1994.

Advisornet Financial first reported a position in SCHI in Q1 2021 and has held it in 18 quarters since. The position peaked at $1.98M in Q1 2021. 265 funds tracked by Wall St. Rank hold SCHI as of Q2 2026.

  • Advisornet Financial held 56 shares of Schwab 5-10 Year Corporate Bond ETF worth $1.27K as of Q2 2026.
  • Advisornet Financial sold 28 Schwab 5-10 Year Corporate Bond ETF shares in Q2 2026, an estimated $634.
  • Schwab 5-10 Year Corporate Bond ETF made up ﹤0.01% of Advisornet Financial's portfolio in Q2 2026, its #1994 holding.
  • Advisornet Financial first reported a position in Schwab 5-10 Year Corporate Bond ETF in Q1 2021 and has held it in 18 quarters since.
  • Advisornet Financial's Schwab 5-10 Year Corporate Bond ETF position peaked at $1.98M in Q1 2021.
  • 265 funds tracked by Wall St. Rank held Schwab 5-10 Year Corporate Bond ETF as of Q2 2026.

Based on Advisornet Financial's 13F filing for Q2 2026, filed 23 Jul 2026.