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

Advisors Capital Management’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	$1.45M	Sell	63,928 -1,773	-3%	-$40.1K	0.02%	307
2026 Q1	$1.49M	Buy	65,701 +1,517	+2%	+$34.8K	0.02%	288
2025 Q4	$1.47M	Buy	64,184 +2,470	+4%	+$56.9K	0.02%	287
2025 Q3	$1.42M	Sell	61,714 -363	-0.6%	-$8.29K	0.02%	289
2025 Q2	$1.41M	Sell	62,077 -115	-0.2%	-$2.57K	0.02%	273
2025 Q1	$1.4M	Buy	62,192 +2,277	+4%	+$50.6K	0.02%	260
2024 Q4	$1.32M	Buy	59,915 +3,099	+5%	+$69.6K	0.02%	274
2024 Q3	$1.31M	Buy	56,816 +2,010	+4%	+$45.6K	0.02%	271
2024 Q2	$1.21M	Buy	54,806 +5,832	+12%	+$128K	0.02%	276
2024 Q1	$1.09M	Buy	48,974 +2,778	+6%	+$61.7K	0.02%	283
2023 Q4	$1.04M	Buy	46,196 +2,330	+5%	+$49.9K	0.02%	286
2023 Q3	$926K	Buy	43,866 +9,392	+27%	+$203K	0.02%	260
2023 Q2	$759K	Buy	+34,474	New	+$764K	0.02%	272

Other funds holding SCHI

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 Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Allstate Corporation Northbrook, Illinois $10B AUM 30.74% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

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

Permanens Capital New York $972M AUM 27.73% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return

Advisors Capital Management's SCHI Position: Q2 2026 in Review

Advisors Capital Management reduced its Schwab 5-10 Year Corporate Bond ETF (SCHI) stake by 2.7% in Q2 2026, selling an estimated $40.1K and leaving 63,928 shares worth $1.45M. The position accounts for 0.02% of the portfolio, ranked #307.

Advisors Capital Management first reported a position in SCHI in Q2 2023 and has held it in 13 quarters since. The position peaked at $1.49M in Q1 2026. 265 funds tracked by Wall St. Rank hold SCHI as of Q2 2026.

Advisors Capital Management held 63,928 shares of Schwab 5-10 Year Corporate Bond ETF worth $1.45M as of Q2 2026.
Advisors Capital Management sold 1,773 Schwab 5-10 Year Corporate Bond ETF shares in Q2 2026, an estimated $40.1K.
Schwab 5-10 Year Corporate Bond ETF made up 0.02% of Advisors Capital Management's portfolio in Q2 2026, its #307 holding.
Advisors Capital Management first reported a position in Schwab 5-10 Year Corporate Bond ETF in Q2 2023 and has held it in 13 quarters since.
Advisors Capital Management's Schwab 5-10 Year Corporate Bond ETF position peaked at $1.49M in Q1 2026.
265 funds tracked by Wall St. Rank held Schwab 5-10 Year Corporate Bond ETF as of Q2 2026.

Based on Advisors Capital Management's 13F filing for Q2 2026, filed 11 Aug 2026.