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

Certuity’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 		$297K Hold
13,124
– – 0.01% 503
2026
Q1 		$298K Hold
13,124
– – 0.02% 462
2025
Q4 		$301K Sell
13,124
-64
-0.5% -$1.48K 0.02% 416
2025
Q3 		$304K Buy
13,188
+165
+1% +$3.77K 0.02% 389
2025
Q2 		$296K Buy
13,023
+164
+1% +$3.66K 0.03% 301
2025
Q1 		$289K Buy
+12,859
New +$286K 0.03% 279

Other funds holding SCHI

CAPTRUST Financial Advisors
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
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

Certuity's SCHI Position: Q2 2026 in Review

Certuity held its Schwab 5-10 Year Corporate Bond ETF (SCHI) position steady in Q2 2026 at 13,124 shares worth $297K. The position accounts for 0.01% of the portfolio, ranked #503.

Certuity first reported a position in SCHI in Q1 2025 and has held it in 6 quarters since. The position peaked at $304K in Q3 2025. 266 funds tracked by Wall St. Rank hold SCHI as of Q2 2026.

  • Certuity held 13,124 shares of Schwab 5-10 Year Corporate Bond ETF worth $297K as of Q2 2026.
  • Certuity left its Schwab 5-10 Year Corporate Bond ETF share count unchanged in Q2 2026.
  • Schwab 5-10 Year Corporate Bond ETF made up 0.01% of Certuity's portfolio in Q2 2026, its #503 holding.
  • Certuity first reported a position in Schwab 5-10 Year Corporate Bond ETF in Q1 2025 and has held it in 6 quarters since.
  • Certuity's Schwab 5-10 Year Corporate Bond ETF position peaked at $304K in Q3 2025.
  • 266 funds tracked by Wall St. Rank held Schwab 5-10 Year Corporate Bond ETF as of Q2 2026.

Based on Certuity's 13F filing for Q2 2026, filed 28 Jul 2026.