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

Allworth 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	$107K	Sell	4,716 -688	-13%	-$15.6K	﹤0.01%	1900
2026 Q1	$123K	Sell	5,404 -714	-12%	-$16.4K	﹤0.01%	1712
2025 Q4	$141K	Buy	6,118 +3,029	+98%	+$69.8K	﹤0.01%	1532
2025 Q3	$71.3K	Buy	3,089 +1,099	+55%	+$25.1K	﹤0.01%	1878
2025 Q2	$45.3K	Sell	1,990 -774	-28%	-$17.3K	﹤0.01%	2006
2025 Q1	$61.6K	Buy	2,764 +1,348	+95%	+$30K	﹤0.01%	1455
2024 Q4	$31.3K	Sell	1,416 -2,416	-63%	-$54.3K	﹤0.01%	1824
2024 Q3	$88.4K	Buy	3,832 +3,350	+695%	+$75.9K	﹤0.01%	1142
2024 Q2	$10.7K	Hold	482	–	–	﹤0.01%	2191
2024 Q1	$10.7K	Buy	+482	New	+$10.7K	﹤0.01%	2077

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

Allworth Financial's SCHI Position: Q2 2026 in Review

Allworth Financial reduced its Schwab 5-10 Year Corporate Bond ETF (SCHI) stake by 13% in Q2 2026, selling an estimated $15.6K and leaving 4,716 shares worth $107K. The position accounts for ﹤0.01% of the portfolio, ranked #1900.

Allworth Financial first reported a position in SCHI in Q1 2024 and has held it in 10 quarters since. The position peaked at $141K in Q4 2025. 265 funds tracked by Wall St. Rank hold SCHI as of Q2 2026.

Allworth Financial held 4,716 shares of Schwab 5-10 Year Corporate Bond ETF worth $107K as of Q2 2026.
Allworth Financial sold 688 Schwab 5-10 Year Corporate Bond ETF shares in Q2 2026, an estimated $15.6K.
Schwab 5-10 Year Corporate Bond ETF made up ﹤0.01% of Allworth Financial's portfolio in Q2 2026, its #1900 holding.
Allworth Financial first reported a position in Schwab 5-10 Year Corporate Bond ETF in Q1 2024 and has held it in 10 quarters since.
Allworth Financial's Schwab 5-10 Year Corporate Bond ETF position peaked at $141K in Q4 2025.
265 funds tracked by Wall St. Rank held Schwab 5-10 Year Corporate Bond ETF as of Q2 2026.

Based on Allworth Financial's 13F filing for Q2 2026, filed 11 Aug 2026.