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CVA Family Office’s Schwab 5-10 Year Corporate Bond ETF SCHI Stock Holding History

CVA Family Office’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 		$48.9K Buy
2,160
+10
+0.5% +$226 ﹤0.01% 608
2026
Q1 		$48.8K Buy
2,150
+36
+2% +$826 0.01% 602
2025
Q4 		$48.6K Buy
2,114
+13
+0.6% +$300 0.01% 557
2025
Q3 		$48.5K Buy
2,101
+10
+0.5% +$228 0.01% 556
2025
Q2 		$47.6K Sell
2,091
-190
-8% -$4.24K 0.01% 555
2025
Q1 		$51.2K Buy
2,281
+7
+0.3% +$156 0.01% 514
2024
Q4 		$50.2K Buy
2,274
+12
+0.5% +$270 0.01% 525
2024
Q3 		$52.2K Buy
2,262
+10
+0.4% +$227 0.01% 504
2024
Q2 		$49.7K Buy
2,252
+10
+0.4% +$219 0.01% 501
2024
Q1 		$49.9K Buy
2,242
+6
+0.3% +$133 0.01% 499
2023
Q4 		$50.2K Buy
+2,236
New +$47.9K 0.01% 474
2023
Q3 		– Sell
-2,214
Closed -$48.8K – 808
2023
Q2 		$48.8K Buy
2,214
+1,506
+213% +$33.4K 0.01% 454
2023
Q1 		$15.8K Buy
708
+4
+0.6% +$88 ﹤0.01% 630
2022
Q4 		$15.2K Buy
+704
New +$15.1K ﹤0.01% 609

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 40.91% 1-Year Est. Return

CVA Family Office's SCHI Position: Q2 2026 in Review

CVA Family Office increased its Schwab 5-10 Year Corporate Bond ETF (SCHI) stake by 0.47% in Q2 2026, buying an estimated $226 and bringing the position to 2,160 shares worth $48.9K. The position accounts for ﹤0.01% of the portfolio, ranked #608.

CVA Family Office first reported a position in SCHI in Q4 2022 and has held it in 14 quarters since. The position peaked at $52.2K in Q3 2024. 265 funds tracked by Wall St. Rank hold SCHI as of Q2 2026.

  • CVA Family Office held 2,160 shares of Schwab 5-10 Year Corporate Bond ETF worth $48.9K as of Q2 2026.
  • CVA Family Office bought 10 Schwab 5-10 Year Corporate Bond ETF shares in Q2 2026, an estimated $226.
  • Schwab 5-10 Year Corporate Bond ETF made up ﹤0.01% of CVA Family Office's portfolio in Q2 2026, its #608 holding.
  • CVA Family Office first reported a position in Schwab 5-10 Year Corporate Bond ETF in Q4 2022 and has held it in 14 quarters since.
  • CVA Family Office's Schwab 5-10 Year Corporate Bond ETF position peaked at $52.2K in Q3 2024.
  • 265 funds tracked by Wall St. Rank held Schwab 5-10 Year Corporate Bond ETF as of Q2 2026.

Based on CVA Family Office's 13F filing for Q2 2026, filed 7 Aug 2026.