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

Chapman 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 		$1.31K Hold
58
– – ﹤0.01% 250
2026
Q1 		$1.32K Hold
58
– – ﹤0.01% 254
2025
Q4 		$1.33K Sell
58
-12
-17% -$277 ﹤0.01% 246
2025
Q3 		$1.62K Buy
+70
New +$1.6K ﹤0.01% 255

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

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

Chapman Financial Group held its Schwab 5-10 Year Corporate Bond ETF (SCHI) position steady in Q2 2026 at 58 shares worth $1.31K. The position accounts for ﹤0.01% of the portfolio, ranked #250.

Chapman Financial Group first reported a position in SCHI in Q3 2025 and has held it in 4 quarters since. The position peaked at $1.62K in Q3 2025. 267 funds tracked by Wall St. Rank hold SCHI as of Q2 2026.

  • Chapman Financial Group held 58 shares of Schwab 5-10 Year Corporate Bond ETF worth $1.31K as of Q2 2026.
  • Chapman Financial Group 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 Chapman Financial Group's portfolio in Q2 2026, its #250 holding.
  • Chapman Financial Group first reported a position in Schwab 5-10 Year Corporate Bond ETF in Q3 2025 and has held it in 4 quarters since.
  • Chapman Financial Group's Schwab 5-10 Year Corporate Bond ETF position peaked at $1.62K in Q3 2025.
  • 267 funds tracked by Wall St. Rank held Schwab 5-10 Year Corporate Bond ETF as of Q2 2026.

Based on Chapman Financial Group's 13F filing for Q2 2026, filed 5 Aug 2026.