Certior Financial Group’s Schwab 5-10 Year Corporate Bond ETF SCHI Stock Holding History

Certior Financial Group’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	$1.78M	Buy	78,831 +5,360	+7%	+$121K	0.98%	28
2026 Q1	$1.67M	Buy	73,471 +1,313	+2%	+$30.1K	1.06%	24
2025 Q4	$1.66M	Buy	72,158 +2,693	+4%	+$62.1K	1.12%	28
2025 Q3	$1.6M	Buy	69,465 +2,646	+4%	+$60.4K	1.06%	26
2025 Q2	$1.52M	Buy	66,819 +2,909	+5%	+$64.9K	1.13%	25
2025 Q1	$1.44M	Buy	63,910 +10,927	+21%	+$243K	1.16%	26
2024 Q4	$1.17M	Buy	+52,983	New	+$1.19M	1.01%	29

Other funds holding SCHI

RIG

RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return

BFG

Bouchey Financial Group Troy, New York $1.55B AUM 29.02% 1-Year Est. Return

WFA

WestHill Financial Advisors San Rafael, California $587M AUM 20.13% 1-Year Est. Return

CST

Charles Schwab Trust Henderson, Nevada $1.79B AUM 17.47% 1-Year Est. Return

WCFP

White & Co Financial Planning Sunnyside, Washington $161M AUM 18.51% 1-Year Est. Return

FF Advisors Manhattan Beach, California $267M AUM 22.35% 1-Year Est. Return

WWM

WT Wealth Management Scottsdale, Arizona $361M AUM 23.03% 1-Year Est. Return

Systelligence LLC Bloomington, Minnesota $599M AUM 24.4% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

BONH

Bank of New Hampshire Laconia, New Hampshire $479M AUM 31.52% 1-Year Est. Return

Certior Financial Group's SCHI Position: Q2 2026 in Review

Certior Financial Group increased its Schwab 5-10 Year Corporate Bond ETF (SCHI) stake by 7.3% in Q2 2026, buying an estimated $121K and bringing the position to 78,831 shares worth $1.78M. The position accounts for 0.98% of the portfolio, ranked #28.

Certior Financial Group first reported a position in SCHI in Q4 2024 and has held it in 7 quarters since. 102 funds tracked by Wall St. Rank hold SCHI as of Q2 2026.

Certior Financial Group held 78,831 shares of Schwab 5-10 Year Corporate Bond ETF worth $1.78M as of Q2 2026.
Certior Financial Group bought 5,360 Schwab 5-10 Year Corporate Bond ETF shares in Q2 2026, an estimated $121K.
Schwab 5-10 Year Corporate Bond ETF made up 0.98% of Certior Financial Group's portfolio in Q2 2026, its #28 holding.
Certior Financial Group first reported a position in Schwab 5-10 Year Corporate Bond ETF in Q4 2024 and has held it in 7 quarters since.
102 funds tracked by Wall St. Rank held Schwab 5-10 Year Corporate Bond ETF as of Q2 2026.

Based on Certior Financial Group's 13F filing for Q2 2026, filed 20 Jul 2026.