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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
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

CST
Charles Schwab Trust Henderson, Nevada $1.79B AUM 17.47% 1-Year Est. Return
WCFP
White & Co Financial Planning Sunnyside, Washington $161M AUM 18.51% 1-Year Est. Return
SL
Systelligence LLC Bloomington, Minnesota $599M AUM 24.4% 1-Year Est. Return
BONH
Bank of New Hampshire Laconia, New Hampshire $479M AUM 31.52% 1-Year Est. Return
MWM
MFG Wealth Management Indianapolis, Indiana $140M AUM 44.72% 1-Year Est. Return
CFG
Certior Financial Group King Of Prussia, Pennsylvania $183M AUM 14.84% 1-Year Est. Return
IIA
Integral Investment Advisors Turlock, California $454M AUM 21.42% 1-Year Est. Return
AWM
Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
WAM
Worth Asset Management Dallas, Texas $313M AUM 37.93% 1-Year Est. Return

CoreCap Advisors's SCHI Position: Q2 2026 in Review

CoreCap Advisors reduced its Schwab 5-10 Year Corporate Bond ETF (SCHI) stake by 40% in Q2 2026, selling an estimated $598K and leaving 39,305 shares worth $890K. The position accounts for 0.03% of the portfolio, ranked #406.

CoreCap Advisors first reported a position in SCHI in Q4 2021 and has held it in 14 quarters since. The position peaked at $3.63M in Q4 2024. 45 funds tracked by Wall St. Rank hold SCHI as of Q2 2026.

  • CoreCap Advisors held 39,305 shares of Schwab 5-10 Year Corporate Bond ETF worth $890K as of Q2 2026.
  • CoreCap Advisors sold 26,393 Schwab 5-10 Year Corporate Bond ETF shares in Q2 2026, an estimated $598K.
  • Schwab 5-10 Year Corporate Bond ETF made up 0.03% of CoreCap Advisors's portfolio in Q2 2026, its #406 holding.
  • CoreCap Advisors first reported a position in Schwab 5-10 Year Corporate Bond ETF in Q4 2021 and has held it in 14 quarters since.
  • CoreCap Advisors's Schwab 5-10 Year Corporate Bond ETF position peaked at $3.63M in Q4 2024.
  • 45 funds tracked by Wall St. Rank held Schwab 5-10 Year Corporate Bond ETF as of Q2 2026.

Based on CoreCap Advisors's 13F filing for Q2 2026, filed 6 Jul 2026.