Cascades Capital Asset Management’s Schwab 5-10 Year Corporate Bond ETF SCHI Stock Holding History

Cascades Capital Asset Management’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	$2.9M	Buy	128,065 +6,555	+5%	+$148K	1.07%	18
2026 Q1	$2.76M	Buy	121,510 +19,404	+19%	+$445K	1.16%	16
2025 Q4	$2.35M	Buy	102,106 +54,056	+112%	+$1.25M	0.98%	20
2025 Q3	$1.11M	Buy	+48,050	New	+$1.1M	0.49%	41
2025 Q2	–	Sell	-73,220	Closed	-$1.64M	–	153
2025 Q1	$1.64M	Buy	73,220 +3,521	+5%	+$78.3K	0.89%	26
2024 Q4	$1.54M	Buy	69,699 +28,359	+69%	+$637K	0.82%	28
2024 Q3	$954K	Buy	+41,340	New	+$937K	0.53%	39

Other funds holding SCHI

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 Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Allstate Corporation Northbrook, Illinois $10B AUM 30.74% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

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

Permanens Capital New York $972M AUM 27.73% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

Cascades Capital Asset Management's SCHI Position: Q2 2026 in Review

Cascades Capital Asset Management increased its Schwab 5-10 Year Corporate Bond ETF (SCHI) stake by 5.4% in Q2 2026, buying an estimated $148K and bringing the position to 128,065 shares worth $2.9M. The position accounts for 1.07% of the portfolio, ranked #18.

Cascades Capital Asset Management first reported a position in SCHI in Q3 2024 and has held it in 7 quarters since. 266 funds tracked by Wall St. Rank hold SCHI as of Q2 2026.

Cascades Capital Asset Management held 128,065 shares of Schwab 5-10 Year Corporate Bond ETF worth $2.9M as of Q2 2026.
Cascades Capital Asset Management bought 6,555 Schwab 5-10 Year Corporate Bond ETF shares in Q2 2026, an estimated $148K.
Schwab 5-10 Year Corporate Bond ETF made up 1.07% of Cascades Capital Asset Management's portfolio in Q2 2026, its #18 holding.
Cascades Capital Asset Management first reported a position in Schwab 5-10 Year Corporate Bond ETF in Q3 2024 and has held it in 7 quarters since.
266 funds tracked by Wall St. Rank held Schwab 5-10 Year Corporate Bond ETF as of Q2 2026.

Based on Cascades Capital Asset Management's 13F filing for Q2 2026, filed 14 Aug 2026.