Cerity Partners
SCHI icon

Cerity Partners’s Schwab 5-10 Year Corporate Bond ETF SCHI Stock Holding History

Cerity Partners’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 		$474K Buy
20,878
+8,876
+74% +$204K ﹤0.01% 2327
2025
Q4 		$276K Buy
+12,002
New +$277K ﹤0.01% 2457
2025
Q1 		– Sell
-11,192
Closed -$247K – 2609
2024
Q4 		$247K Sell
11,192
-20,510
-65% -$461K ﹤0.01% 2125
2024
Q3 		$732K Sell
31,702
-23,282
-42% -$528K ﹤0.01% 1569
2024
Q2 		$1.21M Sell
54,984
-3,924
-7% -$86K ﹤0.01% 1140
2024
Q1 		$1.31M Buy
+58,908
New +$1.31M ﹤0.01% 1153

Other funds holding SCHI

CAPTRUST Financial Advisors
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
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

Cerity Partners's SCHI Position: Q1 2026 in Review

Cerity Partners increased its Schwab 5-10 Year Corporate Bond ETF (SCHI) stake by 74% in Q1 2026, buying an estimated $204K and bringing the position to 20,878 shares worth $474K. The position accounts for ﹤0.01% of the portfolio, ranked #2327.

Cerity Partners first reported a position in SCHI in Q1 2024 and has held it in 6 quarters since. The position peaked at $1.31M in Q1 2024. 257 funds tracked by Wall St. Rank hold SCHI as of Q1 2026.

  • Cerity Partners held 20,878 shares of Schwab 5-10 Year Corporate Bond ETF worth $474K as of Q1 2026.
  • Cerity Partners bought 8,876 Schwab 5-10 Year Corporate Bond ETF shares in Q1 2026, an estimated $204K.
  • Schwab 5-10 Year Corporate Bond ETF made up ﹤0.01% of Cerity Partners's portfolio in Q1 2026, its #2327 holding.
  • Cerity Partners first reported a position in Schwab 5-10 Year Corporate Bond ETF in Q1 2024 and has held it in 6 quarters since.
  • Cerity Partners's Schwab 5-10 Year Corporate Bond ETF position peaked at $1.31M in Q1 2024.
  • 257 funds tracked by Wall St. Rank held Schwab 5-10 Year Corporate Bond ETF as of Q1 2026.

Based on Cerity Partners's 13F filing for Q1 2026, filed 15 May 2026.