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Camelot Portfolios’s Schwab 5-10 Year Corporate Bond ETF SCHI Stock Holding History

Camelot Portfolios’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
-143
Closed -$3.29K – 470
2025
Q4 		$3.29K Buy
+143
New +$3.3K ﹤0.01% 510

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
Ameriprise
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
PC
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
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Camelot Portfolios's SCHI Position: Q1 2026 in Review

Camelot Portfolios sold out of Schwab 5-10 Year Corporate Bond ETF (SCHI) in Q1 2026, closing a stake of 143 shares — an estimated $3.29K sold.

Camelot Portfolios first reported a position in SCHI in Q4 2025 and held it in 1 quarter. The position peaked at $3.29K in Q4 2025. 258 funds tracked by Wall St. Rank hold SCHI as of Q1 2026.

  • Camelot Portfolios reported no remaining Schwab 5-10 Year Corporate Bond ETF position as of Q1 2026 after selling out during the quarter.
  • Camelot Portfolios sold 143 Schwab 5-10 Year Corporate Bond ETF shares in Q1 2026, an estimated $3.29K.
  • Camelot Portfolios first reported a position in Schwab 5-10 Year Corporate Bond ETF in Q4 2025 and held it in 1 quarter.
  • Camelot Portfolios's Schwab 5-10 Year Corporate Bond ETF position peaked at $3.29K in Q4 2025.
  • 258 funds tracked by Wall St. Rank held Schwab 5-10 Year Corporate Bond ETF as of Q1 2026.

Based on Camelot Portfolios's 13F filing for Q1 2026, filed 8 May 2026.