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 Q2	–	Sell	-100	Closed	-$2.27K	–	722
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 $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 Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Allstate Corporation Northbrook, Illinois $10B AUM 30.74% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

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

Permanens Capital New York $972M AUM 27.73% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

Costello Asset Management's SCHI Position: Q2 2026 in Review

Costello Asset Management sold out of Schwab 5-10 Year Corporate Bond ETF (SCHI) in Q2 2026, closing a stake of 100 shares — an estimated $2.27K sold.

Costello Asset Management first reported a position in SCHI in Q1 2025 and held it in 5 quarters. The position peaked at $2.31K in Q3 2025. 267 funds tracked by Wall St. Rank hold SCHI as of Q2 2026.

Costello Asset Management reported no remaining Schwab 5-10 Year Corporate Bond ETF position as of Q2 2026 after selling out during the quarter.
Costello Asset Management sold 100 Schwab 5-10 Year Corporate Bond ETF shares in Q2 2026, an estimated $2.27K.
Costello Asset Management first reported a position in Schwab 5-10 Year Corporate Bond ETF in Q1 2025 and held it in 5 quarters.
Costello Asset Management's Schwab 5-10 Year Corporate Bond ETF position peaked at $2.31K in Q3 2025.
267 funds tracked by Wall St. Rank held Schwab 5-10 Year Corporate Bond ETF as of Q2 2026.

Based on Costello Asset Management's 13F filing for Q2 2026, filed 28 Jul 2026.