CAPTRUST Financial Advisors
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CAPTRUST Financial Advisors’s Schwab 5-10 Year Corporate Bond ETF SCHI Stock Holding History

CAPTRUST Financial Advisors’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 		$193M Buy
8,527,007
+692,773
+9% +$15.9M 0.34% 60
2025
Q4 		$180M Buy
7,834,234
+369,831
+5% +$8.53M 0.34% 53
2025
Q3 		$172M Buy
7,464,403
+220,599
+3% +$5.04M 0.35% 53
2025
Q2 		$165M Buy
7,243,804
+913,432
+14% +$20.4M 0.37% 53
2025
Q1 		$142M Buy
6,330,372
+6,303,576
+23,524% +$140M 0.36% 55
2024
Q4 		$591K Buy
26,796
+3,274
+14% +$73.6K ﹤0.01% 1518
2024
Q3 		$543K Sell
23,522
-2,954
-11% -$67K ﹤0.01% 1526
2024
Q2 		$584K Buy
26,476
+2,764
+12% +$60.6K ﹤0.01% 1426
2024
Q1 		$527K Buy
+23,712
New +$526K ﹤0.01% 1461
2023
Q3 		– Sell
-10,880
Closed -$240K – 2701
2023
Q2 		$240K Buy
+10,880
New +$241K ﹤0.01% 2134
2022
Q3 		– Sell
-8
Closed – – 3683
2022
Q2 		$0 Buy
+8
New +$182 ﹤0.01% 5111

Other funds holding SCHI

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
BFG
Bouchey Financial Group Troy, New York $1.36B AUM 13.96% 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

CAPTRUST Financial Advisors's SCHI Position: Q1 2026 in Review

CAPTRUST Financial Advisors increased its Schwab 5-10 Year Corporate Bond ETF (SCHI) stake by 8.8% in Q1 2026, buying an estimated $15.9M and bringing the position to 8,527,007 shares worth $193M. The position accounts for 0.34% of the portfolio, ranked #60.

CAPTRUST Financial Advisors first reported a position in SCHI in Q2 2022 and has held it in 11 quarters since. 257 funds tracked by Wall St. Rank hold SCHI as of Q1 2026.

  • CAPTRUST Financial Advisors held 8,527,007 shares of Schwab 5-10 Year Corporate Bond ETF worth $193M as of Q1 2026.
  • CAPTRUST Financial Advisors bought 692,773 Schwab 5-10 Year Corporate Bond ETF shares in Q1 2026, an estimated $15.9M.
  • Schwab 5-10 Year Corporate Bond ETF made up 0.34% of CAPTRUST Financial Advisors's portfolio in Q1 2026, its #60 holding.
  • CAPTRUST Financial Advisors first reported a position in Schwab 5-10 Year Corporate Bond ETF in Q2 2022 and has held it in 11 quarters since.
  • 257 funds tracked by Wall St. Rank held Schwab 5-10 Year Corporate Bond ETF as of Q1 2026.

Based on CAPTRUST Financial Advisors's 13F filing for Q1 2026, filed 15 May 2026.