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

Aptus Capital Advisors’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 		$234K Buy
10,329
+3,829
+59% +$86.7K ﹤0.01% 1053
2026
Q1 		$147K Hold
6,500
– – ﹤0.01% 1065
2025
Q4 		$149K Sell
6,500
-2,588
-28% -$59.7K ﹤0.01% 1082
2025
Q3 		$210K Buy
9,088
+2,062
+29% +$47.1K ﹤0.01% 966
2025
Q2 		$160K Sell
7,026
-46
-0.7% -$1.03K ﹤0.01% 991
2025
Q1 		$159K Buy
7,072
+540
+8% +$12K ﹤0.01% 935
2024
Q4 		$144K Buy
6,532
+1,008
+18% +$22.6K ﹤0.01% 945
2024
Q3 		$63.7K Buy
5,524
+1,992
+56% +$45.2K ﹤0.01% 900
2024
Q2 		$77.9K Buy
3,532
+3,298
+1,409% +$72.3K ﹤0.01% 845
2024
Q1 		$5.21K Buy
+234
New +$5.2K ﹤0.01% 1081

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

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

Aptus Capital Advisors increased its Schwab 5-10 Year Corporate Bond ETF (SCHI) stake by 59% in Q2 2026, buying an estimated $86.7K and bringing the position to 10,329 shares worth $234K. The position accounts for ﹤0.01% of the portfolio, ranked #1053.

Aptus Capital Advisors first reported a position in SCHI in Q1 2024 and has held it in 10 quarters since. 265 funds tracked by Wall St. Rank hold SCHI as of Q2 2026.

  • Aptus Capital Advisors held 10,329 shares of Schwab 5-10 Year Corporate Bond ETF worth $234K as of Q2 2026.
  • Aptus Capital Advisors bought 3,829 Schwab 5-10 Year Corporate Bond ETF shares in Q2 2026, an estimated $86.7K.
  • Schwab 5-10 Year Corporate Bond ETF made up ﹤0.01% of Aptus Capital Advisors's portfolio in Q2 2026, its #1053 holding.
  • Aptus Capital Advisors first reported a position in Schwab 5-10 Year Corporate Bond ETF in Q1 2024 and has held it in 10 quarters since.
  • 265 funds tracked by Wall St. Rank held Schwab 5-10 Year Corporate Bond ETF as of Q2 2026.

Based on Aptus Capital Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.