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Christensen King & Associates Investment Services’s Schwab 5-10 Year Corporate Bond ETF SCHI Stock Holding History

Christensen King & Associates Investment Services’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 		$632K Hold
27,921
– – 0.25% 52
2026
Q1 		$633K Buy
27,921
+3,253
+13% +$74.6K 0.27% 53
2025
Q4 		$567K Buy
24,668
+249
+1% +$5.74K 0.24% 54
2025
Q3 		$564K Buy
24,419
+180
+0.7% +$4.11K 0.24% 54
2025
Q2 		$552K Buy
24,239
+667
+3% +$14.9K 0.25% 53
2025
Q1 		$528K Buy
23,572
+88
+0.4% +$1.96K 0.25% 53
2024
Q4 		$518K Buy
23,484
+4,398
+23% +$98.8K 0.24% 54
2024
Q3 		$440K Sell
19,086
-438
-2% -$9.93K 0.21% 60
2024
Q2 		$431K Buy
19,524
+654
+3% +$14.3K 0.21% 62
2024
Q1 		$420K Sell
18,870
-212
-1% -$4.71K 0.21% 62
2023
Q4 		$429K Buy
+19,082
New +$409K 0.23% 60

Other funds holding SCHI

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 22.94% 1-Year Est. Return
BFG
Bouchey Financial Group Troy, New York $1.55B AUM 29.02% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
WFA
WestHill Financial Advisors San Rafael, California $587M AUM 20.13% 1-Year Est. Return
CST
Charles Schwab Trust Henderson, Nevada $1.79B AUM 17.47% 1-Year Est. Return
VST
Van Strum & Towne San Francisco, California $367M AUM 19.6% 1-Year Est. Return
WCFP
White & Co Financial Planning Sunnyside, Washington $161M AUM 18.51% 1-Year Est. Return
FA
FF Advisors Manhattan Beach, California $267M AUM 22.35% 1-Year Est. Return
WWM
WT Wealth Management Scottsdale, Arizona $361M AUM 23.03% 1-Year Est. Return

Christensen King & Associates Investment Services's SCHI Position: Q2 2026 in Review

Christensen King & Associates Investment Services held its Schwab 5-10 Year Corporate Bond ETF (SCHI) position steady in Q2 2026 at 27,921 shares worth $632K. The position accounts for 0.25% of the portfolio, ranked #52.

Christensen King & Associates Investment Services first reported a position in SCHI in Q4 2023 and has held it in 11 quarters since. The position peaked at $633K in Q1 2026. 141 funds tracked by Wall St. Rank hold SCHI as of Q2 2026.

  • Christensen King & Associates Investment Services held 27,921 shares of Schwab 5-10 Year Corporate Bond ETF worth $632K as of Q2 2026.
  • Christensen King & Associates Investment Services left its Schwab 5-10 Year Corporate Bond ETF share count unchanged in Q2 2026.
  • Schwab 5-10 Year Corporate Bond ETF made up 0.25% of Christensen King & Associates Investment Services's portfolio in Q2 2026, its #52 holding.
  • Christensen King & Associates Investment Services first reported a position in Schwab 5-10 Year Corporate Bond ETF in Q4 2023 and has held it in 11 quarters since.
  • Christensen King & Associates Investment Services's Schwab 5-10 Year Corporate Bond ETF position peaked at $633K in Q1 2026.
  • 141 funds tracked by Wall St. Rank held Schwab 5-10 Year Corporate Bond ETF as of Q2 2026.

Based on Christensen King & Associates Investment Services's 13F filing for Q2 2026, filed 14 Jul 2026.