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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
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 $57.3B AUM 18.32% 1-Year Est. Return
RIG
RiverFront Investment Group Richmond, Virginia $6.46B AUM 18.45% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
BFG
Bouchey Financial Group Troy, New York $1.36B AUM 13.96% 1-Year Est. Return
PC
Permanens Capital New York $776M AUM 30.08% 1-Year Est. Return
LAM
L2 Asset Management Wayland, Massachusetts $1.05B AUM 29.07% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Chapman Financial Group's SCHI Position: Q1 2026 in Review

Chapman Financial Group held its Schwab 5-10 Year Corporate Bond ETF (SCHI) position steady in Q1 2026 at 58 shares worth $1.32K. The position accounts for ﹤0.01% of the portfolio, ranked #254.

Chapman Financial Group first reported a position in SCHI in Q3 2025 and has held it in 3 quarters since. The position peaked at $1.62K in Q3 2025. 257 funds tracked by Wall St. Rank hold SCHI as of Q1 2026.

  • Chapman Financial Group held 58 shares of Schwab 5-10 Year Corporate Bond ETF worth $1.32K as of Q1 2026.
  • Chapman Financial Group left its Schwab 5-10 Year Corporate Bond ETF share count unchanged in Q1 2026.
  • Schwab 5-10 Year Corporate Bond ETF made up ﹤0.01% of Chapman Financial Group's portfolio in Q1 2026, its #254 holding.
  • Chapman Financial Group first reported a position in Schwab 5-10 Year Corporate Bond ETF in Q3 2025 and has held it in 3 quarters since.
  • Chapman Financial Group's Schwab 5-10 Year Corporate Bond ETF position peaked at $1.62K in Q3 2025.
  • 257 funds tracked by Wall St. Rank held Schwab 5-10 Year Corporate Bond ETF as of Q1 2026.

Based on Chapman Financial Group's 13F filing for Q1 2026, filed 12 May 2026.