Blue Trust Inc’s Schwab 5-10 Year Corporate Bond ETF SCHI Stock Holding History

Blue Trust Inc’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	–	Sell	-357	Closed	-$8.2K	–	2655
2025 Q4	$8.2K	Buy	+357	New	+$8.23K	﹤0.01%	1907
2025 Q1	–	Sell	-506	Closed	-$11.2K	–	2547
2024 Q4	$11.2K	Sell	506 -16,342	-97%	-$367K	﹤0.01%	1796
2024 Q3	$371K	Buy	16,848 +16,372	+3,439%	+$371K	﹤0.01%	580
2024 Q2	$10.6K	Buy	+476	New	+$10.4K	﹤0.01%	1910
2024 Q1	–	Sell	-8,508	Closed	-$180K	–	2641
2023 Q4	$180K	Buy	+8,508	New	+$182K	﹤0.01%	475

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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 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

LAM

L2 Asset Management Wayland, Massachusetts $963M AUM 38.06% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Blue Trust Inc's SCHI Position: Q1 2026 in Review

Blue Trust Inc sold out of Schwab 5-10 Year Corporate Bond ETF (SCHI) in Q1 2026, closing a stake of 357 shares — an estimated $8.2K sold.

Blue Trust Inc first reported a position in SCHI in Q4 2023 and held it in 5 quarters. The position peaked at $371K in Q3 2024. 258 funds tracked by Wall St. Rank hold SCHI as of Q1 2026.

Blue Trust Inc reported no remaining Schwab 5-10 Year Corporate Bond ETF position as of Q1 2026 after selling out during the quarter.
Blue Trust Inc sold 357 Schwab 5-10 Year Corporate Bond ETF shares in Q1 2026, an estimated $8.2K.
Blue Trust Inc first reported a position in Schwab 5-10 Year Corporate Bond ETF in Q4 2023 and held it in 5 quarters.
Blue Trust Inc's Schwab 5-10 Year Corporate Bond ETF position peaked at $371K in Q3 2024.
258 funds tracked by Wall St. Rank held Schwab 5-10 Year Corporate Bond ETF as of Q1 2026.

Based on Blue Trust Inc's 13F filing for Q1 2026, filed 20 Apr 2026.