Compass Financial Management’s Schwab 5-10 Year Corporate Bond ETF SCHI Stock Holding History

Compass Financial Management’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	$397K	Buy	+17,532	New	+$397K	0.05%	302

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

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

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

Compass Financial Management's SCHI Position: Q2 2026 in Review

Compass Financial Management opened a new position in Schwab 5-10 Year Corporate Bond ETF (SCHI) in Q2 2026: 17,532 shares worth $397K. The stake represents 0.05% of the portfolio and ranks #302 among its holdings.

250 funds tracked by Wall St. Rank hold SCHI as of Q2 2026.

Compass Financial Management held 17,532 shares of Schwab 5-10 Year Corporate Bond ETF worth $397K as of Q2 2026.
Schwab 5-10 Year Corporate Bond ETF was a new Compass Financial Management position in Q2 2026.
Schwab 5-10 Year Corporate Bond ETF made up 0.05% of Compass Financial Management's portfolio in Q2 2026, its #302 holding.
250 funds tracked by Wall St. Rank held Schwab 5-10 Year Corporate Bond ETF as of Q2 2026.

Based on Compass Financial Management's 13F filing for Q2 2026, filed 12 Aug 2026.