Costello Asset Management’s Schwab 5-10 Year Corporate Bond ETF SCHI Stock Holding History

Costello Asset Management’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	$2.27K	Hold	100	–	–	﹤0.01%	628
2025 Q4	$2.3K	Hold	100	–	–	﹤0.01%	630
2025 Q3	$2.31K	Hold	100	–	–	﹤0.01%	609
2025 Q2	$2.28K	Hold	100	–	–	﹤0.01%	624
2025 Q1	$2.25K	Buy	+100	New	+$2.22K	﹤0.01%	610

Other funds holding SCHI

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 Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

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

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 Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Costello Asset Management's SCHI Position: Q1 2026 in Review

Costello Asset Management held its Schwab 5-10 Year Corporate Bond ETF (SCHI) position steady in Q1 2026 at 100 shares worth $2.27K. The position accounts for ﹤0.01% of the portfolio, ranked #628.

Costello Asset Management first reported a position in SCHI in Q1 2025 and has held it in 5 quarters since. The position peaked at $2.31K in Q3 2025. 257 funds tracked by Wall St. Rank hold SCHI as of Q1 2026.

Costello Asset Management held 100 shares of Schwab 5-10 Year Corporate Bond ETF worth $2.27K as of Q1 2026.
Costello Asset Management left its Schwab 5-10 Year Corporate Bond ETF share count unchanged in Q1 2026.
Schwab 5-10 Year Corporate Bond ETF made up ﹤0.01% of Costello Asset Management's portfolio in Q1 2026, its #628 holding.
Costello Asset Management first reported a position in Schwab 5-10 Year Corporate Bond ETF in Q1 2025 and has held it in 5 quarters since.
Costello Asset Management's Schwab 5-10 Year Corporate Bond ETF position peaked at $2.31K in Q3 2025.
257 funds tracked by Wall St. Rank held Schwab 5-10 Year Corporate Bond ETF as of Q1 2026.

Based on Costello Asset Management's 13F filing for Q1 2026, filed 30 Apr 2026.