Arrowroot Family Office’s Schwab 5-10 Year Corporate Bond ETF SCHI Stock Holding History

Arrowroot Family Office’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	$5.11M	Buy	225,877 +31,790	+16%	+$720K	1.46%	18
2026 Q1	$4.4M	Buy	194,087 +46,381	+31%	+$1.06M	1.46%	18
2025 Q4	$3.39M	Buy	147,706 +35,674	+32%	+$822K	1.23%	23
2025 Q3	$2.59M	Buy	112,032 +223	+0.2%	+$5.09K	1.03%	26
2025 Q2	$2.54M	Buy	+111,809	New	+$2.49M	1.14%	25
2024 Q4	$1.42M	Buy	64,276 +8,268	+15%	+$186K	0.74%	36
2024 Q3	$1.29M	Buy	56,008 +10,708	+24%	+$243K	0.75%	35
2024 Q2	$999K	Buy	45,300 +13,778	+44%	+$302K	0.64%	42
2024 Q1	$701K	Buy	31,522 +7,652	+32%	+$170K	0.45%	59
2023 Q4	$536K	Buy	+23,870	New	+$511K	0.38%	66

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 40.89% 1-Year Est. Return

Arrowroot Family Office's SCHI Position: Q2 2026 in Review

Arrowroot Family Office increased its Schwab 5-10 Year Corporate Bond ETF (SCHI) stake by 16% in Q2 2026, buying an estimated $720K and bringing the position to 225,877 shares worth $5.11M. The position accounts for 1.46% of the portfolio, ranked #18.

Arrowroot Family Office first reported a position in SCHI in Q4 2023 and has held it in 10 quarters since. 267 funds tracked by Wall St. Rank hold SCHI as of Q2 2026.

Arrowroot Family Office held 225,877 shares of Schwab 5-10 Year Corporate Bond ETF worth $5.11M as of Q2 2026.
Arrowroot Family Office bought 31,790 Schwab 5-10 Year Corporate Bond ETF shares in Q2 2026, an estimated $720K.
Schwab 5-10 Year Corporate Bond ETF made up 1.46% of Arrowroot Family Office's portfolio in Q2 2026, its #18 holding.
Arrowroot Family Office first reported a position in Schwab 5-10 Year Corporate Bond ETF in Q4 2023 and has held it in 10 quarters since.
267 funds tracked by Wall St. Rank held Schwab 5-10 Year Corporate Bond ETF as of Q2 2026.

Based on Arrowroot Family Office's 13F filing for Q2 2026, filed 6 Aug 2026.