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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
Q3 		$267K Hold
12,450
– – 0.05% 203
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

WFA
WestHill Financial Advisors San Rafael, California $597M AUM 13.09% 1-Year Est. Return
CST
Charles Schwab Trust Henderson, Nevada $1.73B AUM 11.35% 1-Year Est. Return
KFS
Kaizen Financial Strategies Campbell, California $254M AUM 28.38% 1-Year Est. Return
BONH
Bank of New Hampshire Laconia, New Hampshire $463M AUM 23.57% 1-Year Est. Return
BWA
Bestgate Wealth Advisors Frederick, Maryland $158M AUM 16.38% 1-Year Est. Return
WFL
Wealth Forward LLC Fargo, North Dakota $221M AUM 10.49% 1-Year Est. Return
Davenport & Co
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return
EL
Essex LLC Deer Park, Illinois $660M AUM 26.07% 1-Year Est. Return
RFP
RCS Financial Planning Annapolis, Maryland $185M AUM 12.2% 1-Year Est. Return
Atria Investments
Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return

Chapin Davis's SCHI Position: Q3 2026 in Review

Chapin Davis held its Schwab 5-10 Year Corporate Bond ETF (SCHI) position steady in Q3 2026 at 12,450 shares worth $267K. The position accounts for 0.05% of the portfolio, ranked #203.

Chapin Davis first reported a position in SCHI in Q3 2025 and has held it in 5 quarters since. The position peaked at $287K in Q3 2025. 33 funds tracked by Wall St. Rank hold SCHI as of Q3 2026.

  • Chapin Davis held 12,450 shares of Schwab 5-10 Year Corporate Bond ETF worth $267K as of Q3 2026.
  • Chapin Davis left its Schwab 5-10 Year Corporate Bond ETF share count unchanged in Q3 2026.
  • Schwab 5-10 Year Corporate Bond ETF made up 0.05% of Chapin Davis's portfolio in Q3 2026, its #203 holding.
  • Chapin Davis first reported a position in Schwab 5-10 Year Corporate Bond ETF in Q3 2025 and has held it in 5 quarters since.
  • Chapin Davis's Schwab 5-10 Year Corporate Bond ETF position peaked at $287K in Q3 2025.
  • 33 funds tracked by Wall St. Rank held Schwab 5-10 Year Corporate Bond ETF as of Q3 2026.

Based on Chapin Davis's 13F filing for Q3 2026, filed 9 Oct 2026.