CoreCap Advisors
SCHI icon

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

CoreCap Advisors’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
Q3 		$956K Buy
44,579
+5,274
+13% +$117K 0.03% 396
2026
Q2 		$890K Sell
39,305
-26,393
-40% -$598K 0.03% 406
2026
Q1 		$1.49M Buy
65,698
+27,144
+70% +$623K 0.05% 288
2025
Q4 		$886K Sell
38,554
-16,173
-30% -$373K 0.03% 397
2025
Q3 		$1.26M Sell
54,727
-35,435
-39% -$809K 0.05% 320
2025
Q2 		$2.05M Buy
90,162
+7,246
+9% +$162K 0.08% 212
2025
Q1 		$1.86M Sell
82,916
-81,588
-50% -$1.81M 0.08% 218
2024
Q4 		$3.63M Buy
164,504
+115,818
+238% +$2.6M 0.17% 120
2024
Q3 		$1.12M Buy
+48,686
New +$1.1M 0.05% 299
2024
Q2 		– Sell
-10,774
Closed -$240K – 2403
2024
Q1 		$240K Buy
10,774
+1,322
+14% +$29.4K 0.01% 579
2023
Q4 		$212K Buy
+9,452
New +$202K 0.01% 537
2022
Q4 		$146K Sell
6,764
-3,104
-31% -$66.4K 0.01% 609
2022
Q3 		$207K Buy
9,868
+130
+1% +$2.9K 0.02% 485
2022
Q2 		$217K Buy
+9,738
New +$221K 0.02% 494
2022
Q1 		– Sell
-5,736
Closed -$148K – 1792
2021
Q4 		$148K Buy
+5,736
New +$149K 0.01% 621

Other funds holding SCHI

WestHill Financial Advisors
WestHill Financial Advisors San Rafael, California $597M AUM 13.09% 1-Year Est. Return
White & Co Financial Planning
White & Co Financial Planning Sunnyside, Washington $151M AUM 8.16% 1-Year Est. Return
FA
FF Advisors Manhattan Beach, California $273M AUM 14.87% 1-Year Est. Return
Charles Schwab Trust
Charles Schwab Trust Henderson, Nevada $1.73B AUM 11.35% 1-Year Est. Return
Kaizen Financial Strategies
Kaizen Financial Strategies Campbell, California $254M AUM 28.38% 1-Year Est. Return
Bank of New Hampshire
Bank of New Hampshire Laconia, New Hampshire $463M AUM 23.57% 1-Year Est. Return
Bestgate Wealth Advisors
Bestgate Wealth Advisors Frederick, Maryland $158M AUM 16.38% 1-Year Est. Return
Prairiewood Capital
Prairiewood Capital Fargo, North Dakota $396M AUM 9.38% 1-Year Est. Return
Wealth Forward LLC
Wealth Forward LLC Fargo, North Dakota $221M AUM 10.49% 1-Year Est. Return
Davenport & Co
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return

CoreCap Advisors's SCHI Position: Q3 2026 in Review

CoreCap Advisors increased its Schwab 5-10 Year Corporate Bond ETF (SCHI) stake by 13% in Q3 2026, buying an estimated $117K and bringing the position to 44,579 shares worth $956K. The position accounts for 0.03% of the portfolio, ranked #396.

CoreCap Advisors first reported a position in SCHI in Q4 2021 and has held it in 15 quarters since. The position peaked at $3.63M in Q4 2024. 63 funds tracked by Wall St. Rank hold SCHI as of Q3 2026.

  • CoreCap Advisors held 44,579 shares of Schwab 5-10 Year Corporate Bond ETF worth $956K as of Q3 2026.
  • CoreCap Advisors bought 5,274 Schwab 5-10 Year Corporate Bond ETF shares in Q3 2026, an estimated $117K.
  • Schwab 5-10 Year Corporate Bond ETF made up 0.03% of CoreCap Advisors's portfolio in Q3 2026, its #396 holding.
  • CoreCap Advisors first reported a position in Schwab 5-10 Year Corporate Bond ETF in Q4 2021 and has held it in 15 quarters since.
  • CoreCap Advisors's Schwab 5-10 Year Corporate Bond ETF position peaked at $3.63M in Q4 2024.
  • 63 funds tracked by Wall St. Rank held Schwab 5-10 Year Corporate Bond ETF as of Q3 2026.

Based on CoreCap Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.