BFG
SCHI icon

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
Q2 		$26.1M Sell
1,153,981
-316,263
-22% -$7.16M 1.69% 21
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 $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
PC
Permanens Capital New York $972M AUM 27.73% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Bouchey Financial Group's SCHI Position: Q2 2026 in Review

Bouchey Financial Group reduced its Schwab 5-10 Year Corporate Bond ETF (SCHI) stake by 22% in Q2 2026, selling an estimated $7.16M and leaving 1,153,981 shares worth $26.1M. The position accounts for 1.69% of the portfolio, ranked #21.

Bouchey Financial Group first reported a position in SCHI in Q4 2023 and has held it in 11 quarters since. The position peaked at $33.5M in Q1 2026. 267 funds tracked by Wall St. Rank hold SCHI as of Q2 2026.

  • Bouchey Financial Group held 1,153,981 shares of Schwab 5-10 Year Corporate Bond ETF worth $26.1M as of Q2 2026.
  • Bouchey Financial Group sold 316,263 Schwab 5-10 Year Corporate Bond ETF shares in Q2 2026, an estimated $7.16M.
  • Schwab 5-10 Year Corporate Bond ETF made up 1.69% of Bouchey Financial Group's portfolio in Q2 2026, its #21 holding.
  • Bouchey Financial Group first reported a position in Schwab 5-10 Year Corporate Bond ETF in Q4 2023 and has held it in 11 quarters since.
  • Bouchey Financial Group's Schwab 5-10 Year Corporate Bond ETF position peaked at $33.5M in Q1 2026.
  • 267 funds tracked by Wall St. Rank held Schwab 5-10 Year Corporate Bond ETF as of Q2 2026.

Based on Bouchey Financial Group's 13F filing for Q2 2026, filed 27 Jul 2026.