Atria Investments’s Schwab 5-10 Year Corporate Bond ETF SCHI Stock Holding History

Atria Investments’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	$3.8M	Buy	+168,012	New	+$3.8M	0.04%	481
2025 Q4	–	Sell	-46,395	Closed	-$1.07M	–	2119
2025 Q3	$1.07M	Sell	46,395 -64,848	-58%	-$1.48M	0.01%	1021
2025 Q2	$2.53M	Sell	111,243 -19,426	-15%	-$433K	0.03%	625
2025 Q1	$2.93M	Sell	130,669 -676	-0.5%	-$15K	0.04%	552
2024 Q4	$2.9M	Buy	131,345 +95,947	+271%	+$2.16M	0.04%	537
2024 Q3	$817K	Buy	35,398 +23,722	+203%	+$538K	0.01%	1083
2024 Q2	$257K	Buy	+11,676	New	+$256K	﹤0.01%	1679

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 40.91% 1-Year Est. Return

Atria Investments's SCHI Position: Q2 2026 in Review

Atria Investments opened a new position in Schwab 5-10 Year Corporate Bond ETF (SCHI) in Q2 2026: 168,012 shares worth $3.8M. The stake represents 0.04% of the portfolio and ranks #481 among its holdings. This is a return to the name: Atria Investments previously reported a position in SCHI as recently as Q3 2025.

Atria Investments first reported a position in SCHI in Q2 2024 and has held it in 7 quarters since. 266 funds tracked by Wall St. Rank hold SCHI as of Q2 2026.

Atria Investments held 168,012 shares of Schwab 5-10 Year Corporate Bond ETF worth $3.8M as of Q2 2026.
Schwab 5-10 Year Corporate Bond ETF was a new Atria Investments position in Q2 2026.
Schwab 5-10 Year Corporate Bond ETF made up 0.04% of Atria Investments's portfolio in Q2 2026, its #481 holding.
Atria Investments first reported a position in Schwab 5-10 Year Corporate Bond ETF in Q2 2024 and has held it in 7 quarters since.
266 funds tracked by Wall St. Rank held Schwab 5-10 Year Corporate Bond ETF as of Q2 2026.

Based on Atria Investments's 13F filing for Q2 2026, filed 28 Jul 2026.