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
Q1 		$1.24M Sell
54,516
-66,596
-55% -$1.53M ﹤0.01% 1522
2025
Q4 		$2.78M Buy
121,112
+95,153
+367% +$2.19M ﹤0.01% 1355
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 $57.3B AUM 18.32% 1-Year Est. Return
RIG
RiverFront Investment Group Richmond, Virginia $6.46B AUM 18.45% 1-Year Est. Return
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

Corient Private Wealth's SCHI Position: Q1 2026 in Review

Corient Private Wealth reduced its Schwab 5-10 Year Corporate Bond ETF (SCHI) stake by 55% in Q1 2026, selling an estimated $1.53M and leaving 54,516 shares worth $1.24M. The position accounts for ﹤0.01% of the portfolio, ranked #1522.

Corient Private Wealth first reported a position in SCHI in Q3 2024 and has held it in 7 quarters since. The position peaked at $2.78M in Q4 2025. 257 funds tracked by Wall St. Rank hold SCHI as of Q1 2026.

  • Corient Private Wealth held 54,516 shares of Schwab 5-10 Year Corporate Bond ETF worth $1.24M as of Q1 2026.
  • Corient Private Wealth sold 66,596 Schwab 5-10 Year Corporate Bond ETF shares in Q1 2026, an estimated $1.53M.
  • Schwab 5-10 Year Corporate Bond ETF made up ﹤0.01% of Corient Private Wealth's portfolio in Q1 2026, its #1522 holding.
  • Corient Private Wealth first reported a position in Schwab 5-10 Year Corporate Bond ETF in Q3 2024 and has held it in 7 quarters since.
  • Corient Private Wealth's Schwab 5-10 Year Corporate Bond ETF position peaked at $2.78M in Q4 2025.
  • 257 funds tracked by Wall St. Rank held Schwab 5-10 Year Corporate Bond ETF as of Q1 2026.

Based on Corient Private Wealth's 13F filing for Q1 2026, filed 15 May 2026.