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

Entelevest’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	$3.24M	Buy	142,993 +9,935	+7%	+$225K	2.77%	9
2026 Q1	$3.02M	Buy	133,058 +56,404	+74%	+$1.29M	3.02%	7
2025 Q4	$1.76M	Buy	+76,654	New	+$1.77M	1.76%	13

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 22.9% 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

Entelevest's SCHI Position: Q2 2026 in Review

Entelevest increased its Schwab 5-10 Year Corporate Bond ETF (SCHI) stake by 7.5% in Q2 2026, buying an estimated $225K and bringing the position to 142,993 shares worth $3.24M. The position accounts for 2.77% of the portfolio, ranked #9.

Entelevest first reported a position in SCHI in Q4 2025 and has held it in 3 quarters since. 268 funds tracked by Wall St. Rank hold SCHI as of Q2 2026.

Entelevest held 142,993 shares of Schwab 5-10 Year Corporate Bond ETF worth $3.24M as of Q2 2026.
Entelevest bought 9,935 Schwab 5-10 Year Corporate Bond ETF shares in Q2 2026, an estimated $225K.
Schwab 5-10 Year Corporate Bond ETF made up 2.77% of Entelevest's portfolio in Q2 2026, its #9 holding.
Entelevest first reported a position in Schwab 5-10 Year Corporate Bond ETF in Q4 2025 and has held it in 3 quarters since.
268 funds tracked by Wall St. Rank held Schwab 5-10 Year Corporate Bond ETF as of Q2 2026.

Based on Entelevest's 13F filing for Q2 2026, filed 22 Jul 2026.