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 Q2	$444K	Sell	19,591 -271	-1%	-$6.14K	0.07%	129
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 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

Asset Allocation Strategies's SCHI Position: Q2 2026 in Review

Asset Allocation Strategies reduced its Schwab 5-10 Year Corporate Bond ETF (SCHI) stake by 1.4% in Q2 2026, selling an estimated $6.14K and leaving 19,591 shares worth $444K. The position accounts for 0.07% of the portfolio, ranked #129.

Asset Allocation Strategies first reported a position in SCHI in Q3 2024 and has held it in 8 quarters since. The position peaked at $480K in Q3 2025. 267 funds tracked by Wall St. Rank hold SCHI as of Q2 2026.

Asset Allocation Strategies held 19,591 shares of Schwab 5-10 Year Corporate Bond ETF worth $444K as of Q2 2026.
Asset Allocation Strategies sold 271 Schwab 5-10 Year Corporate Bond ETF shares in Q2 2026, an estimated $6.14K.
Schwab 5-10 Year Corporate Bond ETF made up 0.07% of Asset Allocation Strategies's portfolio in Q2 2026, its #129 holding.
Asset Allocation Strategies first reported a position in Schwab 5-10 Year Corporate Bond ETF in Q3 2024 and has held it in 8 quarters since.
Asset Allocation Strategies's Schwab 5-10 Year Corporate Bond ETF position peaked at $480K in Q3 2025.
267 funds tracked by Wall St. Rank held Schwab 5-10 Year Corporate Bond ETF as of Q2 2026.

Based on Asset Allocation Strategies's 13F filing for Q2 2026, filed 17 Aug 2026.