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 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 $57.3B AUM 18.32% 1-Year Est. Return

RIG

RiverFront Investment Group Richmond, Virginia $6.46B AUM 18.45% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

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

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 Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Cascades Capital Asset Management's SCHI Position: Q1 2026 in Review

Cascades Capital Asset Management increased its Schwab 5-10 Year Corporate Bond ETF (SCHI) stake by 19% in Q1 2026, buying an estimated $445K and bringing the position to 121,510 shares worth $2.76M. The position accounts for 1.16% of the portfolio, ranked #16.

Cascades Capital Asset Management first reported a position in SCHI in Q3 2024 and has held it in 6 quarters since. 257 funds tracked by Wall St. Rank hold SCHI as of Q1 2026.

Cascades Capital Asset Management held 121,510 shares of Schwab 5-10 Year Corporate Bond ETF worth $2.76M as of Q1 2026.
Cascades Capital Asset Management bought 19,404 Schwab 5-10 Year Corporate Bond ETF shares in Q1 2026, an estimated $445K.
Schwab 5-10 Year Corporate Bond ETF made up 1.16% of Cascades Capital Asset Management's portfolio in Q1 2026, its #16 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 6 quarters since.
257 funds tracked by Wall St. Rank held Schwab 5-10 Year Corporate Bond ETF as of Q1 2026.

Based on Cascades Capital Asset Management's 13F filing for Q1 2026, filed 15 May 2026.