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

Citigroup’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 		$1.17M Buy
51,725
+10,417
+25% +$239K ﹤0.01% 3010
2025
Q4 		$949K Buy
41,308
+13,465
+48% +$310K ﹤0.01% 3170
2025
Q3 		$643K Buy
27,843
+1,446
+5% +$33K ﹤0.01% 3448
2025
Q2 		$601K Buy
26,397
+15,385
+140% +$343K ﹤0.01% 3519
2025
Q1 		$247K Buy
11,012
+1,891
+21% +$42K ﹤0.01% 4076
2024
Q4 		$201K Buy
9,121
+2,117
+30% +$47.6K ﹤0.01% 4410
2024
Q3 		$162K Buy
7,004
+952
+16% +$21.6K ﹤0.01% 4489
2024
Q2 		$133K Sell
6,052
-904
-13% -$19.8K ﹤0.01% 4078
2024
Q1 		$155K Buy
6,956
+5,234
+304% +$116K ﹤0.01% 4125
2023
Q4 		$38.7K Buy
1,722
+936
+119% +$20K ﹤0.01% 4656
2023
Q3 		$16.6K Buy
786
+380
+94% +$8.22K ﹤0.01% 4441
2023
Q2 		$8.94K Buy
+406
New +$8.99K ﹤0.01% 5092

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 $7.56B AUM 23.82% 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 $1.55B AUM 29.02% 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

Citigroup's SCHI Position: Q1 2026 in Review

Citigroup increased its Schwab 5-10 Year Corporate Bond ETF (SCHI) stake by 25% in Q1 2026, buying an estimated $239K and bringing the position to 51,725 shares worth $1.17M. The position accounts for ﹤0.01% of the portfolio, ranked #3010.

Citigroup first reported a position in SCHI in Q2 2023 and has held it in 12 quarters since. 257 funds tracked by Wall St. Rank hold SCHI as of Q1 2026.

  • Citigroup held 51,725 shares of Schwab 5-10 Year Corporate Bond ETF worth $1.17M as of Q1 2026.
  • Citigroup bought 10,417 Schwab 5-10 Year Corporate Bond ETF shares in Q1 2026, an estimated $239K.
  • Schwab 5-10 Year Corporate Bond ETF made up ﹤0.01% of Citigroup's portfolio in Q1 2026, its #3010 holding.
  • Citigroup first reported a position in Schwab 5-10 Year Corporate Bond ETF in Q2 2023 and has held it in 12 quarters since.
  • 257 funds tracked by Wall St. Rank held Schwab 5-10 Year Corporate Bond ETF as of Q1 2026.

Based on Citigroup's 13F filing for Q1 2026, filed 11 May 2026.