Corient Private Wealth
SCHI icon

Corient Private Wealth’s Schwab 5-10 Year Corporate Bond ETF SCHI Stock Holding History

Corient Private Wealth’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 		$1.03M Sell
45,298
-9,218
-17% -$209K ﹤0.01% 1801
2026
Q1 		$1.24M Sell
54,516
-6,040
-10% -$139K ﹤0.01% 1522
2025
Q4 		$1.39M Buy
60,556
+34,597
+133% +$798K ﹤0.01% 1340
2025
Q3 		$599K Buy
25,959
+9,853
+61% +$225K ﹤0.01% 1699
2025
Q2 		$367K Buy
16,106
+1,200
+8% +$26.8K ﹤0.01% 1885
2025
Q1 		$335K Buy
14,906
+956
+7% +$21.3K ﹤0.01% 1800
2024
Q4 		$308K Buy
13,950
+2,794
+25% +$62.8K ﹤0.01% 1877
2024
Q3 		$257K Buy
+11,156
New +$253K ﹤0.01% 2087

Other funds holding SCHI

CAPTRUST Financial Advisors
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
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
AC
Allstate Corporation Northbrook, Illinois $10B AUM 30.74% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Royal Bank of Canada
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
PC
Permanens Capital New York $972M AUM 27.73% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

Corient Private Wealth's SCHI Position: Q2 2026 in Review

Corient Private Wealth reduced its Schwab 5-10 Year Corporate Bond ETF (SCHI) stake by 17% in Q2 2026, selling an estimated $209K and leaving 45,298 shares worth $1.03M. The position accounts for ﹤0.01% of the portfolio, ranked #1801.

Corient Private Wealth first reported a position in SCHI in Q3 2024 and has held it in 8 quarters since. The position peaked at $1.39M in Q4 2025. 266 funds tracked by Wall St. Rank hold SCHI as of Q2 2026.

  • Corient Private Wealth held 45,298 shares of Schwab 5-10 Year Corporate Bond ETF worth $1.03M as of Q2 2026.
  • Corient Private Wealth sold 9,218 Schwab 5-10 Year Corporate Bond ETF shares in Q2 2026, an estimated $209K.
  • Schwab 5-10 Year Corporate Bond ETF made up ﹤0.01% of Corient Private Wealth's portfolio in Q2 2026, its #1801 holding.
  • Corient Private Wealth first reported a position in Schwab 5-10 Year Corporate Bond ETF in Q3 2024 and has held it in 8 quarters since.
  • Corient Private Wealth's Schwab 5-10 Year Corporate Bond ETF position peaked at $1.39M in Q4 2025.
  • 266 funds tracked by Wall St. Rank held Schwab 5-10 Year Corporate Bond ETF as of Q2 2026.

Based on Corient Private Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.