Coston McIsaac & Partners’s Schwab 5-10 Year Corporate Bond ETF SCHI Stock Holding History

Coston McIsaac & Partners’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	$12K	Hold	545	–	–	﹤0.01%	569
2026 Q1	$12K	Hold	545	–	–	﹤0.01%	549
2025 Q4	$12K	Hold	545	–	–	﹤0.01%	548
2025 Q3	$12K	Hold	545	–	–	﹤0.01%	522
2025 Q2	$12K	Sell	545 -269	-33%	-$6K	﹤0.01%	501
2025 Q1	$18K	Sell	814 -684	-46%	-$15.2K	0.01%	408
2024 Q4	$33K	Hold	1,498	–	–	0.01%	337
2024 Q3	$34K	Buy	+1,498	New	+$34K	0.01%	334

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 40.91% 1-Year Est. Return

Coston McIsaac & Partners's SCHI Position: Q2 2026 in Review

Coston McIsaac & Partners held its Schwab 5-10 Year Corporate Bond ETF (SCHI) position steady in Q2 2026 at 545 shares worth $12K. The position accounts for ﹤0.01% of the portfolio, ranked #569.

Coston McIsaac & Partners first reported a position in SCHI in Q3 2024 and has held it in 8 quarters since. The position peaked at $34K in Q3 2024. 266 funds tracked by Wall St. Rank hold SCHI as of Q2 2026.

Coston McIsaac & Partners held 545 shares of Schwab 5-10 Year Corporate Bond ETF worth $12K as of Q2 2026.
Coston McIsaac & Partners left its Schwab 5-10 Year Corporate Bond ETF share count unchanged in Q2 2026.
Schwab 5-10 Year Corporate Bond ETF made up ﹤0.01% of Coston McIsaac & Partners's portfolio in Q2 2026, its #569 holding.
Coston McIsaac & Partners first reported a position in Schwab 5-10 Year Corporate Bond ETF in Q3 2024 and has held it in 8 quarters since.
Coston McIsaac & Partners's Schwab 5-10 Year Corporate Bond ETF position peaked at $34K in Q3 2024.
266 funds tracked by Wall St. Rank held Schwab 5-10 Year Corporate Bond ETF as of Q2 2026.

Based on Coston McIsaac & Partners's 13F filing for Q2 2026, filed 12 Aug 2026.