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Bouchey Financial Group’s Schwab 5-10 Year Corporate Bond ETF SCHI Stock Holding History

Bouchey Financial Group’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 		$33.5M Buy
1,470,244
+43,126
+3% +$989K 2.46% 14
2025
Q4 		$32.8M Buy
1,427,118
+118,990
+9% +$2.74M 2.46% 13
2025
Q3 		$30.2M Buy
1,308,128
+39,894
+3% +$911K 2.33% 11
2025
Q2 		$28.9M Buy
1,268,234
+135,657
+12% +$3.03M 2.4% 11
2025
Q1 		$25.4M Buy
1,132,577
+52,343
+5% +$1.16M 2.29% 13
2024
Q4 		$23.8M Buy
1,080,234
+253,336
+31% +$5.69M 2.08% 15
2024
Q3 		$19.1M Buy
826,898
+78,892
+11% +$1.79M 1.71% 15
2024
Q2 		$16.5M Buy
748,006
+24,468
+3% +$536K 1.57% 18
2024
Q1 		$16.1M Buy
723,538
+39,572
+6% +$879K 1.58% 18
2023
Q4 		$15.4M Buy
+683,966
New +$14.6M 1.65% 19

Other funds holding SCHI

CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return
RIG
RiverFront Investment Group Richmond, Virginia $6.46B AUM 18.45% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
PC
Permanens Capital New York $776M AUM 30.08% 1-Year Est. Return
LAM
L2 Asset Management Wayland, Massachusetts $1.05B AUM 29.07% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Bouchey Financial Group's SCHI Position: Q1 2026 in Review

Bouchey Financial Group increased its Schwab 5-10 Year Corporate Bond ETF (SCHI) stake by 3% in Q1 2026, buying an estimated $989K and bringing the position to 1,470,244 shares worth $33.5M. The position accounts for 2.46% of the portfolio, ranked #14.

Bouchey Financial Group first reported a position in SCHI in Q4 2023 and has held it in 10 quarters since. 257 funds tracked by Wall St. Rank hold SCHI as of Q1 2026.

  • Bouchey Financial Group held 1,470,244 shares of Schwab 5-10 Year Corporate Bond ETF worth $33.5M as of Q1 2026.
  • Bouchey Financial Group bought 43,126 Schwab 5-10 Year Corporate Bond ETF shares in Q1 2026, an estimated $989K.
  • Schwab 5-10 Year Corporate Bond ETF made up 2.46% of Bouchey Financial Group's portfolio in Q1 2026, its #14 holding.
  • Bouchey Financial Group first reported a position in Schwab 5-10 Year Corporate Bond ETF in Q4 2023 and has held it in 10 quarters since.
  • 257 funds tracked by Wall St. Rank held Schwab 5-10 Year Corporate Bond ETF as of Q1 2026.

Based on Bouchey Financial Group's 13F filing for Q1 2026, filed 13 Apr 2026.