Aventura Private Wealth’s Schwab 5-10 Year Corporate Bond ETF SCHI Stock Holding History

Aventura Private Wealth’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	$57.7K	Hold	2,550	–	–	0.02%	318
2026 Q1	$57.8K	Hold	2,550	–	–	0.02%	301
2025 Q4	$58.6K	Hold	2,550	–	–	0.02%	278
2025 Q3	$58.9K	Hold	2,550	–	–	0.02%	278
2025 Q2	$58K	Hold	2,550	–	–	0.03%	276
2025 Q1	$57.3K	Hold	2,550	–	–	0.03%	252
2024 Q4	$56.3K	Buy	+2,550	New	+$57.3K	0.03%	244

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

Aventura Private Wealth's SCHI Position: Q2 2026 in Review

Aventura Private Wealth held its Schwab 5-10 Year Corporate Bond ETF (SCHI) position steady in Q2 2026 at 2,550 shares worth $57.7K. The position accounts for 0.02% of the portfolio, ranked #318.

Aventura Private Wealth first reported a position in SCHI in Q4 2024 and has held it in 7 quarters since. The position peaked at $58.9K in Q3 2025. 265 funds tracked by Wall St. Rank hold SCHI as of Q2 2026.

Aventura Private Wealth held 2,550 shares of Schwab 5-10 Year Corporate Bond ETF worth $57.7K as of Q2 2026.
Aventura Private Wealth left its Schwab 5-10 Year Corporate Bond ETF share count unchanged in Q2 2026.
Schwab 5-10 Year Corporate Bond ETF made up 0.02% of Aventura Private Wealth's portfolio in Q2 2026, its #318 holding.
Aventura Private Wealth first reported a position in Schwab 5-10 Year Corporate Bond ETF in Q4 2024 and has held it in 7 quarters since.
Aventura Private Wealth's Schwab 5-10 Year Corporate Bond ETF position peaked at $58.9K in Q3 2025.
265 funds tracked by Wall St. Rank held Schwab 5-10 Year Corporate Bond ETF as of Q2 2026.

Based on Aventura Private Wealth's 13F filing for Q2 2026, filed 15 Jul 2026.