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DecisionPoint Financial’s Schwab 5-10 Year Corporate Bond ETF SCHI Stock Holding History

DecisionPoint Financial’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 		$3.63M Sell
161,284
-1,912
-1% -$43.3K 0.67% 16
2026
Q1 		$3.7M Buy
163,196
+51,526
+46% +$1.18M 0.8% 16
2025
Q4 		$2.57M Sell
111,670
-84
-0.1% -$1.94K 0.56% 18
2025
Q3 		$2.58M Sell
111,754
-16,367
-13% -$374K 0.6% 18
2025
Q2 		$2.9M Sell
128,121
-17,698
-12% -$395K 0.74% 16
2025
Q1 		$3.28M Buy
145,819
+10,587
+8% +$235K 0.95% 14
2024
Q4 		$2.98M Sell
135,232
-2,406
-2% -$54.1K 0.91% 16
2024
Q3 		$3.18M Sell
137,638
-13,410
-9% -$304K 1.01% 15
2024
Q2 		$3.4M Sell
151,048
-1,446
-0.9% -$31.7K 1.14% 14
2024
Q1 		$3.3M Sell
152,494
-4,430
-3% -$98.4K 1.31% 14
2023
Q4 		$3.53M Sell
156,924
-606
-0.4% -$13K 1.51% 12
2023
Q3 		$3.32M Sell
157,530
-1,854
-1% -$40.1K 1.74% 11
2023
Q2 		$3.51M Buy
159,384
+3,574
+2% +$79.2K 1.83% 11
2023
Q1 		$3.48M Sell
155,810
-348
-0.2% -$7.68K 2.01% 11
2022
Q4 		$3.37M Buy
+156,158
New +$3.34M 2.05% 11

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 40.89% 1-Year Est. Return

DecisionPoint Financial's SCHI Position: Q2 2026 in Review

DecisionPoint Financial reduced its Schwab 5-10 Year Corporate Bond ETF (SCHI) stake by 1.2% in Q2 2026, selling an estimated $43.3K and leaving 161,284 shares worth $3.63M. The position accounts for 0.67% of the portfolio, ranked #16.

DecisionPoint Financial first reported a position in SCHI in Q4 2022 and has held it in 15 quarters since. The position peaked at $3.7M in Q1 2026. 267 funds tracked by Wall St. Rank hold SCHI as of Q2 2026.

  • DecisionPoint Financial held 161,284 shares of Schwab 5-10 Year Corporate Bond ETF worth $3.63M as of Q2 2026.
  • DecisionPoint Financial sold 1,912 Schwab 5-10 Year Corporate Bond ETF shares in Q2 2026, an estimated $43.3K.
  • Schwab 5-10 Year Corporate Bond ETF made up 0.67% of DecisionPoint Financial's portfolio in Q2 2026, its #16 holding.
  • DecisionPoint Financial first reported a position in Schwab 5-10 Year Corporate Bond ETF in Q4 2022 and has held it in 15 quarters since.
  • DecisionPoint Financial's Schwab 5-10 Year Corporate Bond ETF position peaked at $3.7M in Q1 2026.
  • 267 funds tracked by Wall St. Rank held Schwab 5-10 Year Corporate Bond ETF as of Q2 2026.

Based on DecisionPoint Financial's 13F filing for Q2 2026, filed 5 Aug 2026.