Cetera Investment Advisers
SCHI icon

Cetera Investment Advisers’s Schwab 5-10 Year Corporate Bond ETF SCHI Stock Holding History

Cetera Investment Advisers’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 		$9.7M Buy
428,440
+145,537
+51% +$3.3M 0.01% 1177
2026
Q1 		$6.42M Buy
282,903
+24,575
+10% +$564K 0.01% 1336
2025
Q4 		$5.93M Buy
258,328
+30,869
+14% +$712K 0.01% 1346
2025
Q3 		$5.25M Buy
227,459
+18,414
+9% +$420K 0.01% 1375
2025
Q2 		$4.76M Buy
209,045
+466
+0.2% +$10.4K 0.01% 1226
2025
Q1 		$4.68M Buy
208,579
+11,739
+6% +$261K 0.01% 1157
2024
Q4 		$4.34M Buy
196,840
+24,124
+14% +$542K 0.01% 1114
2024
Q3 		$3.99M Buy
172,716
+8,574
+5% +$194K 0.01% 1131
2024
Q2 		$3.62M Sell
164,142
-2,344
-1% -$51.4K 0.01% 1179
2024
Q1 		$3.7M Buy
+166,486
New +$3.7M 0.01% 1148
2023
Q4 		– Sell
-18,244
Closed -$385K – 2342
2023
Q3 		$385K Buy
18,244
+1,606
+10% +$34.7K ﹤0.01% 1571
2023
Q2 		$366K Buy
+16,638
New +$369K ﹤0.01% 1616

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

Cetera Investment Advisers's SCHI Position: Q2 2026 in Review

Cetera Investment Advisers increased its Schwab 5-10 Year Corporate Bond ETF (SCHI) stake by 51% in Q2 2026, buying an estimated $3.3M and bringing the position to 428,440 shares worth $9.7M. The position accounts for 0.01% of the portfolio, ranked #1177.

Cetera Investment Advisers first reported a position in SCHI in Q2 2023 and has held it in 12 quarters since. 267 funds tracked by Wall St. Rank hold SCHI as of Q2 2026.

  • Cetera Investment Advisers held 428,440 shares of Schwab 5-10 Year Corporate Bond ETF worth $9.7M as of Q2 2026.
  • Cetera Investment Advisers bought 145,537 Schwab 5-10 Year Corporate Bond ETF shares in Q2 2026, an estimated $3.3M.
  • Schwab 5-10 Year Corporate Bond ETF made up 0.01% of Cetera Investment Advisers's portfolio in Q2 2026, its #1177 holding.
  • Cetera Investment Advisers first reported a position in Schwab 5-10 Year Corporate Bond ETF in Q2 2023 and has held it in 12 quarters since.
  • 267 funds tracked by Wall St. Rank held Schwab 5-10 Year Corporate Bond ETF as of Q2 2026.

Based on Cetera Investment Advisers's 13F filing for Q2 2026, filed 12 Aug 2026.