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Concord Wealth Partners’s Schwab 5-10 Year Corporate Bond ETF SCHI Stock Holding History

Concord Wealth Partners’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 		$223K Hold
9,852
– – 0.03% 195
2025
Q4 		$226K Buy
9,852
+30
+0.3% +$692 0.03% 183
2025
Q3 		$227K Buy
+9,822
New +$224K 0.03% 181

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RIG
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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

Concord Wealth Partners's SCHI Position: Q1 2026 in Review

Concord Wealth Partners held its Schwab 5-10 Year Corporate Bond ETF (SCHI) position steady in Q1 2026 at 9,852 shares worth $223K. The position accounts for 0.03% of the portfolio, ranked #195.

Concord Wealth Partners first reported a position in SCHI in Q3 2025 and has held it in 3 quarters since. The position peaked at $227K in Q3 2025. 257 funds tracked by Wall St. Rank hold SCHI as of Q1 2026.

  • Concord Wealth Partners held 9,852 shares of Schwab 5-10 Year Corporate Bond ETF worth $223K as of Q1 2026.
  • Concord Wealth Partners left its Schwab 5-10 Year Corporate Bond ETF share count unchanged in Q1 2026.
  • Schwab 5-10 Year Corporate Bond ETF made up 0.03% of Concord Wealth Partners's portfolio in Q1 2026, its #195 holding.
  • Concord Wealth Partners first reported a position in Schwab 5-10 Year Corporate Bond ETF in Q3 2025 and has held it in 3 quarters since.
  • Concord Wealth Partners's Schwab 5-10 Year Corporate Bond ETF position peaked at $227K in Q3 2025.
  • 257 funds tracked by Wall St. Rank held Schwab 5-10 Year Corporate Bond ETF as of Q1 2026.

Based on Concord Wealth Partners's 13F filing for Q1 2026, filed 1 May 2026.