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Capital Analysts LLC’s Schwab 5-10 Year Corporate Bond ETF SCHI Stock Holding History

Capital Analysts LLC’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 		$359K Sell
15,840
-174
-1% -$3.94K 0.01% 565
2026
Q1 		$363K Buy
16,014
+344
+2% +$7.89K 0.01% 523
2025
Q4 		$360K Buy
15,670
+119
+0.8% +$2.74K 0.01% 491
2025
Q3 		$359K Buy
15,551
+1,217
+8% +$27.8K 0.01% 476
2025
Q2 		$326K Buy
14,334
+29
+0.2% +$647 0.01% 453
2025
Q1 		$321K Sell
14,305
-36
-0.3% -$800 0.01% 438
2024
Q4 		$317K Sell
14,341
-3,901
-21% -$87.6K 0.01% 402
2024
Q3 		$421K Buy
18,242
+4,586
+34% +$104K 0.02% 353
2024
Q2 		$301K Buy
+13,656
New +$299K 0.01% 397

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 40.89% 1-Year Est. Return

Capital Analysts LLC's SCHI Position: Q2 2026 in Review

Capital Analysts LLC reduced its Schwab 5-10 Year Corporate Bond ETF (SCHI) stake by 1.1% in Q2 2026, selling an estimated $3.94K and leaving 15,840 shares worth $359K. The position accounts for 0.01% of the portfolio, ranked #565.

Capital Analysts LLC first reported a position in SCHI in Q2 2024 and has held it in 9 quarters since. The position peaked at $421K in Q3 2024. 267 funds tracked by Wall St. Rank hold SCHI as of Q2 2026.

  • Capital Analysts LLC held 15,840 shares of Schwab 5-10 Year Corporate Bond ETF worth $359K as of Q2 2026.
  • Capital Analysts LLC sold 174 Schwab 5-10 Year Corporate Bond ETF shares in Q2 2026, an estimated $3.94K.
  • Schwab 5-10 Year Corporate Bond ETF made up 0.01% of Capital Analysts LLC's portfolio in Q2 2026, its #565 holding.
  • Capital Analysts LLC first reported a position in Schwab 5-10 Year Corporate Bond ETF in Q2 2024 and has held it in 9 quarters since.
  • Capital Analysts LLC's Schwab 5-10 Year Corporate Bond ETF position peaked at $421K in Q3 2024.
  • 267 funds tracked by Wall St. Rank held Schwab 5-10 Year Corporate Bond ETF as of Q2 2026.

Based on Capital Analysts LLC's 13F filing for Q2 2026, filed 5 Aug 2026.