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Asset Allocation Strategies’s Schwab 5-10 Year Corporate Bond ETF SCHI Stock Holding History

Asset Allocation Strategies’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 		$450K Buy
19,862
+713
+4% +$16.4K 0.08% 115
2025
Q4 		$440K Sell
19,149
-1,643
-8% -$37.9K 0.08% 121
2025
Q3 		$480K Buy
20,792
+162
+0.8% +$3.7K 0.1% 107
2025
Q2 		$470K Sell
20,630
-554
-3% -$12.4K 0.1% 105
2025
Q1 		$476K Buy
21,184
+815
+4% +$18.1K 0.12% 99
2024
Q4 		$449K Buy
20,369
+7,813
+62% +$176K 0.11% 99
2024
Q3 		$290K Buy
+12,556
New +$285K 0.08% 94

Other funds holding SCHI

CAPTRUST Financial Advisors
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
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Ameriprise
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
PC
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
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Asset Allocation Strategies's SCHI Position: Q1 2026 in Review

Asset Allocation Strategies increased its Schwab 5-10 Year Corporate Bond ETF (SCHI) stake by 3.7% in Q1 2026, buying an estimated $16.4K and bringing the position to 19,862 shares worth $450K. The position accounts for 0.08% of the portfolio, ranked #115.

Asset Allocation Strategies first reported a position in SCHI in Q3 2024 and has held it in 7 quarters since. The position peaked at $480K in Q3 2025. 257 funds tracked by Wall St. Rank hold SCHI as of Q1 2026.

  • Asset Allocation Strategies held 19,862 shares of Schwab 5-10 Year Corporate Bond ETF worth $450K as of Q1 2026.
  • Asset Allocation Strategies bought 713 Schwab 5-10 Year Corporate Bond ETF shares in Q1 2026, an estimated $16.4K.
  • Schwab 5-10 Year Corporate Bond ETF made up 0.08% of Asset Allocation Strategies's portfolio in Q1 2026, its #115 holding.
  • Asset Allocation Strategies first reported a position in Schwab 5-10 Year Corporate Bond ETF in Q3 2024 and has held it in 7 quarters since.
  • Asset Allocation Strategies's Schwab 5-10 Year Corporate Bond ETF position peaked at $480K in Q3 2025.
  • 257 funds tracked by Wall St. Rank held Schwab 5-10 Year Corporate Bond ETF as of Q1 2026.

Based on Asset Allocation Strategies's 13F filing for Q1 2026, filed 22 Apr 2026.