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
Q2 		$199M Buy
8,768,676
+241,669
+3% +$5.47M 0.3% 61
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 $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
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

CAPTRUST Financial Advisors's SCHI Position: Q2 2026 in Review

CAPTRUST Financial Advisors increased its Schwab 5-10 Year Corporate Bond ETF (SCHI) stake by 2.8% in Q2 2026, buying an estimated $5.47M and bringing the position to 8,768,676 shares worth $199M. The position accounts for 0.3% of the portfolio, ranked #61.

CAPTRUST Financial Advisors first reported a position in SCHI in Q2 2022 and has held it in 12 quarters since. 267 funds tracked by Wall St. Rank hold SCHI as of Q2 2026.

  • CAPTRUST Financial Advisors held 8,768,676 shares of Schwab 5-10 Year Corporate Bond ETF worth $199M as of Q2 2026.
  • CAPTRUST Financial Advisors bought 241,669 Schwab 5-10 Year Corporate Bond ETF shares in Q2 2026, an estimated $5.47M.
  • Schwab 5-10 Year Corporate Bond ETF made up 0.3% of CAPTRUST Financial Advisors's portfolio in Q2 2026, its #61 holding.
  • CAPTRUST Financial Advisors first reported a position in Schwab 5-10 Year Corporate Bond ETF in Q2 2022 and has held it in 12 quarters since.
  • 267 funds tracked by Wall St. Rank held Schwab 5-10 Year Corporate Bond ETF as of Q2 2026.

Based on CAPTRUST Financial Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.