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Brinker Capital Investments’s Schwab 5-10 Year Corporate Bond ETF SCHI Stock Holding History

Brinker Capital Investments’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 		– Sell
-46,895
Closed -$1.06M – 2087
2026
Q1 		$1.06M Sell
46,895
-162,023
-78% -$3.72M 0.01% 1086
2025
Q4 		$4.8M Buy
208,918
+167,424
+403% +$3.86M 0.04% 455
2025
Q3 		$958K Buy
41,494
+2,940
+8% +$67.1K 0.01% 1256
2025
Q2 		$877K Sell
38,554
-296
-0.8% -$6.6K 0.01% 1253
2025
Q1 		$873K Buy
38,850
+4,927
+15% +$110K 0.01% 1157
2024
Q4 		$749K Sell
33,923
-6,285
-16% -$141K 0.01% 1196
2024
Q3 		$928K Buy
40,208
+5,506
+16% +$125K 0.01% 1080
2024
Q2 		$765K Buy
34,702
+4,782
+16% +$105K 0.01% 1101
2024
Q1 		$666K Buy
29,920
+600
+2% +$13.3K 0.01% 1160
2023
Q4 		$653K Buy
+29,320
New +$628K 0.01% 1108

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

Brinker Capital Investments's SCHI Position: Q2 2026 in Review

Brinker Capital Investments sold out of Schwab 5-10 Year Corporate Bond ETF (SCHI) in Q2 2026, closing a stake of 46,895 shares — an estimated $1.06M sold.

Brinker Capital Investments first reported a position in SCHI in Q4 2023 and held it in 10 quarters. The position peaked at $4.8M in Q4 2025. 265 funds tracked by Wall St. Rank hold SCHI as of Q2 2026.

  • Brinker Capital Investments reported no remaining Schwab 5-10 Year Corporate Bond ETF position as of Q2 2026 after selling out during the quarter.
  • Brinker Capital Investments sold 46,895 Schwab 5-10 Year Corporate Bond ETF shares in Q2 2026, an estimated $1.06M.
  • Brinker Capital Investments first reported a position in Schwab 5-10 Year Corporate Bond ETF in Q4 2023 and held it in 10 quarters.
  • Brinker Capital Investments's Schwab 5-10 Year Corporate Bond ETF position peaked at $4.8M in Q4 2025.
  • 265 funds tracked by Wall St. Rank held Schwab 5-10 Year Corporate Bond ETF as of Q2 2026.

Based on Brinker Capital Investments's 13F filing for Q2 2026, filed 14 Aug 2026.