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

Ameriprise’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	$29.5M	Sell	1,302,835 -300,901	-19%	-$6.81M	0.01%	1252
2026 Q1	$36.3M	Buy	1,603,736 +353,250	+28%	+$8.1M	0.01%	1040
2025 Q4	$28.7M	Buy	1,250,486 +814,056	+187%	+$18.8M	0.01%	1166
2025 Q3	$10.1M	Buy	436,430 +59,747	+16%	+$1.36M	﹤0.01%	1905
2025 Q2	$8.57M	Buy	376,683 +139,329	+59%	+$3.11M	﹤0.01%	1931
2025 Q1	$5.33M	Sell	237,354 -125,258	-35%	-$2.79M	﹤0.01%	2265
2024 Q4	$8M	Buy	362,612 +57,642	+19%	+$1.3M	﹤0.01%	1984
2024 Q3	$7.04M	Buy	304,970 +34,774	+13%	+$788K	﹤0.01%	2120
2024 Q2	$5.96M	Buy	270,196 +21,526	+9%	+$472K	﹤0.01%	2174
2024 Q1	$5.53M	Buy	248,670 +221,382	+811%	+$4.92M	﹤0.01%	2297
2023 Q4	$613K	Buy	27,288 +950	+4%	+$20.3K	﹤0.01%	3367
2023 Q3	$556K	Buy	26,338 +15,842	+151%	+$343K	﹤0.01%	3370
2023 Q2	$231K	Buy	+10,496	New	+$232K	﹤0.01%	3688

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

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Ameriprise's SCHI Position: Q2 2026 in Review

Ameriprise reduced its Schwab 5-10 Year Corporate Bond ETF (SCHI) stake by 19% in Q2 2026, selling an estimated $6.81M and leaving 1,302,835 shares worth $29.5M. The position accounts for 0.01% of the portfolio, ranked #1252.

Ameriprise first reported a position in SCHI in Q2 2023 and has held it in 13 quarters since. The position peaked at $36.3M in Q1 2026. 266 funds tracked by Wall St. Rank hold SCHI as of Q2 2026.

Ameriprise held 1,302,835 shares of Schwab 5-10 Year Corporate Bond ETF worth $29.5M as of Q2 2026.
Ameriprise sold 300,901 Schwab 5-10 Year Corporate Bond ETF shares in Q2 2026, an estimated $6.81M.
Schwab 5-10 Year Corporate Bond ETF made up 0.01% of Ameriprise's portfolio in Q2 2026, its #1252 holding.
Ameriprise first reported a position in Schwab 5-10 Year Corporate Bond ETF in Q2 2023 and has held it in 13 quarters since.
Ameriprise's Schwab 5-10 Year Corporate Bond ETF position peaked at $36.3M in Q1 2026.
266 funds tracked by Wall St. Rank held Schwab 5-10 Year Corporate Bond ETF as of Q2 2026.

Based on Ameriprise's 13F filing for Q2 2026, filed 14 Aug 2026.