Commonwealth Equity Services’s Schwab 5-10 Year Corporate Bond ETF SCHI Stock Holding History

Commonwealth Equity 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	$1.12M	Buy	49,629 +2,350	+5%	+$53.2K	﹤0.01%	2631
2026 Q1	$1.07M	Buy	47,279 +83	+0.2%	+$1.9K	﹤0.01%	2560
2025 Q4	$1.08M	Sell	47,196 -10,289	-18%	-$237K	﹤0.01%	2515
2025 Q3	$1.33M	Sell	57,485 -2,389	-4%	-$54.5K	﹤0.01%	2366
2025 Q2	$1.36M	Buy	59,874 +8,172	+16%	+$182K	﹤0.01%	2317
2025 Q1	$1.16M	Buy	51,702 +4,652	+10%	+$103K	﹤0.01%	2339
2024 Q4	$1.04M	Buy	47,050 +6,286	+15%	+$141K	﹤0.01%	2352
2024 Q3	$941K	Buy	40,764 +4,676	+13%	+$106K	﹤0.01%	2397
2024 Q2	$796K	Buy	36,088 +13,480	+60%	+$296K	﹤0.01%	2451
2024 Q1	$503K	Sell	22,608 -10,178	-31%	-$226K	﹤0.01%	2813
2023 Q4	$737K	Buy	32,786 +3,644	+13%	+$78K	﹤0.01%	2399
2023 Q3	$615K	Sell	29,142 -14,376	-33%	-$311K	﹤0.01%	2421
2023 Q2	$958K	Buy	43,518 +2,220	+5%	+$49.2K	﹤0.01%	2126
2023 Q1	$921K	Sell	41,298 -9,442	-19%	-$208K	﹤0.01%	2099
2022 Q4	$1.09M	Sell	50,740 -61,540	-55%	-$1.32M	﹤0.01%	1909
2022 Q3	$2.36M	Buy	112,280 +58,514	+109%	+$1.3M	0.01%	1317
2022 Q2	$1.2M	Buy	53,766 +38,966	+263%	+$886K	﹤0.01%	1753
2022 Q1	$354K	Buy	+14,800	New	+$366K	﹤0.01%	2828

Other funds holding SCHI

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 Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Allstate Corporation Northbrook, Illinois $10B AUM 30.74% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

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

Permanens Capital New York $972M AUM 27.73% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return

Commonwealth Equity Services's SCHI Position: Q2 2026 in Review

Commonwealth Equity Services increased its Schwab 5-10 Year Corporate Bond ETF (SCHI) stake by 5% in Q2 2026, buying an estimated $53.2K and bringing the position to 49,629 shares worth $1.12M. The position accounts for ﹤0.01% of the portfolio, ranked #2631.

Commonwealth Equity Services first reported a position in SCHI in Q1 2022 and has held it in 18 quarters since. The position peaked at $2.36M in Q3 2022. 266 funds tracked by Wall St. Rank hold SCHI as of Q2 2026.

Commonwealth Equity Services held 49,629 shares of Schwab 5-10 Year Corporate Bond ETF worth $1.12M as of Q2 2026.
Commonwealth Equity Services bought 2,350 Schwab 5-10 Year Corporate Bond ETF shares in Q2 2026, an estimated $53.2K.
Schwab 5-10 Year Corporate Bond ETF made up ﹤0.01% of Commonwealth Equity Services's portfolio in Q2 2026, its #2631 holding.
Commonwealth Equity Services first reported a position in Schwab 5-10 Year Corporate Bond ETF in Q1 2022 and has held it in 18 quarters since.
Commonwealth Equity Services's Schwab 5-10 Year Corporate Bond ETF position peaked at $2.36M in Q3 2022.
266 funds tracked by Wall St. Rank held Schwab 5-10 Year Corporate Bond ETF as of Q2 2026.

Based on Commonwealth Equity Services's 13F filing for Q2 2026, filed 29 Jul 2026.