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

Chapin Davis’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	$282K	Hold	12,450	–	–	0.05%	197
2026 Q1	$282K	Hold	12,450	–	–	0.06%	208
2025 Q4	$286K	Hold	12,450	–	–	0.07%	196
2025 Q3	$287K	Buy	+12,450	New	+$284K	0.07%	199

Other funds holding SCHI

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

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

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

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

MFG Wealth Management Indianapolis, Indiana $140M AUM 44.72% 1-Year Est. Return

Integral Investment Advisors Turlock, California $454M AUM 21.42% 1-Year Est. Return

Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return

Davenport & Co Richmond, Virginia $19.6B AUM 18.11% 1-Year Est. Return

Worth Asset Management Dallas, Texas $313M AUM 37.93% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 1-Year Est. Return