Envestnet Asset Management’s Schwab 5-10 Year Corporate Bond ETF SCHI Stock Holding History

Envestnet 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	$164M	Buy	7,236,543 +28,374	+0.4%	+$643K	0.04%	415
2026 Q1	$163M	Sell	7,208,169 -91,612	-1%	-$2.1M	0.04%	379
2025 Q4	$168M	Sell	7,299,781 -63,456	-0.9%	-$1.46M	0.05%	347
2025 Q3	$170M	Buy	7,363,237 +26,940	+0.4%	+$615K	0.05%	359
2025 Q2	$167M	Sell	7,336,297 -127,178	-2%	-$2.84M	0.05%	354
2025 Q1	$168M	Sell	7,463,475 -42,903	-0.6%	-$954K	0.05%	333
2024 Q4	$166M	Buy	7,506,378 +39,186	+0.5%	+$880K	0.05%	335
2024 Q3	$172M	Buy	7,467,192 +96,406	+1%	+$2.19M	0.06%	319
2024 Q2	$163M	Buy	7,370,786 +775,630	+12%	+$17M	0.06%	311
2024 Q1	$147M	Buy	6,595,156 +6,557,590	+17,456%	+$146M	0.05%	328
2023 Q4	$844K	Sell	37,566 -362,082	-91%	-$7.75M	﹤0.01%	3041
2023 Q3	$8.43M	Buy	399,648 +124,590	+45%	+$2.69M	﹤0.01%	1482
2023 Q2	$6.06M	Buy	+275,058	New	+$6.09M	﹤0.01%	1602
2022 Q4	–	Sell	-13,318	Closed	-$280K	–	4044
2022 Q3	$280K	Buy	+13,318	New	+$297K	﹤0.01%	3392
2022 Q1	–	Sell	-9,636	Closed	-$249K	–	4050
2021 Q4	$249K	Sell	9,636 -2,884	-23%	-$74.7K	﹤0.01%	3523
2021 Q3	$327K	Sell	12,520 -1,356	-10%	-$35.8K	﹤0.01%	3248
2021 Q2	$365K	Sell	13,876 -103,570	-88%	-$2.69M	﹤0.01%	3169
2021 Q1	$3.02M	Buy	+117,446	New	+$3.08M	﹤0.01%	1705

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

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

Envestnet Asset Management increased its Schwab 5-10 Year Corporate Bond ETF (SCHI) stake by 0.39% in Q2 2026, buying an estimated $643K and bringing the position to 7,236,543 shares worth $164M. The position accounts for 0.04% of the portfolio, ranked #415.

Envestnet Asset Management first reported a position in SCHI in Q1 2021 and has held it in 18 quarters since. The position peaked at $172M in Q3 2024. 265 funds tracked by Wall St. Rank hold SCHI as of Q2 2026.

Envestnet Asset Management held 7,236,543 shares of Schwab 5-10 Year Corporate Bond ETF worth $164M as of Q2 2026.
Envestnet Asset Management bought 28,374 Schwab 5-10 Year Corporate Bond ETF shares in Q2 2026, an estimated $643K.
Schwab 5-10 Year Corporate Bond ETF made up 0.04% of Envestnet Asset Management's portfolio in Q2 2026, its #415 holding.
Envestnet Asset Management first reported a position in Schwab 5-10 Year Corporate Bond ETF in Q1 2021 and has held it in 18 quarters since.
Envestnet Asset Management's Schwab 5-10 Year Corporate Bond ETF position peaked at $172M in Q3 2024.
265 funds tracked by Wall St. Rank held Schwab 5-10 Year Corporate Bond ETF as of Q2 2026.

Based on Envestnet Asset Management's 13F filing for Q2 2026, filed 3 Aug 2026.