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

Andina 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 Q1	$2.44M	Sell	107,602 -27,164	-20%	-$623K	2.16%	9
2025 Q4	$3.1M	Buy	134,766 +10,283	+8%	+$237K	1.87%	14
2025 Q3	$2.87M	Sell	124,483 -9,012	-7%	-$206K	1.62%	15
2025 Q2	$3.04M	Sell	133,495 -21,829	-14%	-$487K	2.13%	10
2025 Q1	$3.49M	Sell	155,324 -1,486	-0.9%	-$33K	2.48%	10
2024 Q4	$3.46M	Buy	156,810 +53,006	+51%	+$1.19M	2.82%	9
2024 Q3	$2.4M	Buy	103,804 +11,958	+13%	+$271K	1.82%	13
2024 Q2	$2.03M	Buy	91,846 +17,426	+23%	+$382K	1.52%	16
2024 Q1	$1.66M	Buy	+74,420	New	+$1.65M	1.29%	23

Other funds holding SCHI

CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

RIG

RiverFront Investment Group Richmond, Virginia $6.46B AUM 18.45% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

BFG

Bouchey Financial Group Troy, New York $1.36B AUM 13.96% 1-Year Est. Return

Permanens Capital New York $776M AUM 30.08% 1-Year Est. Return

LAM

L2 Asset Management Wayland, Massachusetts $1.05B AUM 29.07% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Andina Capital Management's SCHI Position: Q1 2026 in Review

Andina Capital Management reduced its Schwab 5-10 Year Corporate Bond ETF (SCHI) stake by 20% in Q1 2026, selling an estimated $623K and leaving 107,602 shares worth $2.44M. The position accounts for 2.16% of the portfolio, ranked #9.

Andina Capital Management first reported a position in SCHI in Q1 2024 and has held it in 9 quarters since. The position peaked at $3.49M in Q1 2025. 257 funds tracked by Wall St. Rank hold SCHI as of Q1 2026.

Andina Capital Management held 107,602 shares of Schwab 5-10 Year Corporate Bond ETF worth $2.44M as of Q1 2026.
Andina Capital Management sold 27,164 Schwab 5-10 Year Corporate Bond ETF shares in Q1 2026, an estimated $623K.
Schwab 5-10 Year Corporate Bond ETF made up 2.16% of Andina Capital Management's portfolio in Q1 2026, its #9 holding.
Andina Capital Management first reported a position in Schwab 5-10 Year Corporate Bond ETF in Q1 2024 and has held it in 9 quarters since.
Andina Capital Management's Schwab 5-10 Year Corporate Bond ETF position peaked at $3.49M in Q1 2025.
257 funds tracked by Wall St. Rank held Schwab 5-10 Year Corporate Bond ETF as of Q1 2026.

Based on Andina Capital Management's 13F filing for Q1 2026, filed 17 Apr 2026.