Bank of America
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Bank of America’s Schwab 5-10 Year Corporate Bond ETF SCHI Stock Holding History

Bank of America’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 		$19.5M Sell
859,621
-160,839
-16% -$3.64M ﹤0.01% 2499
2026
Q1 		$23.1M Sell
1,020,460
-53,543
-5% -$1.23M ﹤0.01% 2267
2025
Q4 		$24.7M Sell
1,074,003
-993
-0.1% -$22.9K ﹤0.01% 2112
2025
Q3 		$24.8M Buy
1,074,996
+2,519
+0.2% +$57.5K ﹤0.01% 2403
2025
Q2 		$24.4M Sell
1,072,477
-9,554
-0.9% -$213K ﹤0.01% 2365
2025
Q1 		$24.3M Buy
1,082,031
+2,520
+0.2% +$56K ﹤0.01% 2239
2024
Q4 		$23.8M Sell
1,079,511
-6,587
-0.6% -$148K ﹤0.01% 2136
2024
Q3 		$25.1M Buy
1,086,098
+76,062
+8% +$1.72M ﹤0.01% 2189
2024
Q2 		$22.3M Sell
1,010,036
-17,528
-2% -$384K ﹤0.01% 2138
2024
Q1 		$22.9M Buy
1,027,564
+58,036
+6% +$1.29M ﹤0.01% 2145
2023
Q4 		$21.8M Buy
969,528
+37,362
+4% +$800K ﹤0.01% 2075
2023
Q3 		$19.7M Buy
932,166
+905,314
+3,371% +$19.6M ﹤0.01% 2051
2023
Q2 		$591K Buy
26,852
+5,472
+26% +$121K ﹤0.01% 5165
2023
Q1 		$477K Sell
21,380
-328
-2% -$7.24K ﹤0.01% 5409
2022
Q4 		$468K Buy
21,708
+4,936
+29% +$106K ﹤0.01% 5430
2022
Q3 		$353K Buy
16,772
+2,146
+15% +$47.9K ﹤0.01% 5630
2022
Q2 		$326K Buy
14,626
+6,186
+73% +$141K ﹤0.01% 5738
2022
Q1 		$201K Buy
8,440
+4,306
+104% +$106K ﹤0.01% 6457
2021
Q4 		$107K Sell
4,134
-2
-0% -$52 ﹤0.01% 6854
2021
Q3 		$108K Sell
4,136
-1,012
-20% -$26.7K ﹤0.01% 6680
2021
Q2 		$135K Buy
5,148
+1,972
+62% +$51.2K ﹤0.01% 6337
2021
Q1 		$82K Buy
3,176
+1,094
+53% +$28.7K ﹤0.01% 6471
2020
Q4 		$56K Buy
2,082
+1,928
+1,252% +$51.2K ﹤0.01% 6281
2020
Q3 		$4K Hold
154
– – ﹤0.01% 6621
2020
Q2 		$4K Buy
+154
New +$3.89K ﹤0.01% 6588

Other funds holding SCHI

CAPTRUST Financial Advisors
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
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
AC
Allstate Corporation Northbrook, Illinois $10B AUM 30.74% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Royal Bank of Canada
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
PC
Permanens Capital New York $972M AUM 27.73% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return

Bank of America's SCHI Position: Q2 2026 in Review

Bank of America reduced its Schwab 5-10 Year Corporate Bond ETF (SCHI) stake by 16% in Q2 2026, selling an estimated $3.64M and leaving 859,621 shares worth $19.5M. The position accounts for ﹤0.01% of the portfolio, ranked #2499.

Bank of America first reported a position in SCHI in Q2 2020 and has held it in 25 quarters since. The position peaked at $25.1M in Q3 2024. 266 funds tracked by Wall St. Rank hold SCHI as of Q2 2026.

  • Bank of America held 859,621 shares of Schwab 5-10 Year Corporate Bond ETF worth $19.5M as of Q2 2026.
  • Bank of America sold 160,839 Schwab 5-10 Year Corporate Bond ETF shares in Q2 2026, an estimated $3.64M.
  • Schwab 5-10 Year Corporate Bond ETF made up ﹤0.01% of Bank of America's portfolio in Q2 2026, its #2499 holding.
  • Bank of America first reported a position in Schwab 5-10 Year Corporate Bond ETF in Q2 2020 and has held it in 25 quarters since.
  • Bank of America's Schwab 5-10 Year Corporate Bond ETF position peaked at $25.1M in Q3 2024.
  • 266 funds tracked by Wall St. Rank held Schwab 5-10 Year Corporate Bond ETF as of Q2 2026.

Based on Bank of America's 13F filing for Q2 2026, filed 14 Aug 2026.