Envestnet Portfolio Solutions’s Schwab 5-10 Year Corporate Bond ETF SCHI Stock Holding History

Envestnet Portfolio Solutions’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 Q1	–	Sell	-13,292	Closed	-$305K	–	1478
2025 Q4	$305K	Buy	13,292 +726	+6%	+$16.7K	﹤0.01%	1271
2025 Q3	$290K	Sell	12,566 -918	-7%	-$21K	﹤0.01%	1261
2025 Q2	$307K	Buy	13,484 +667	+5%	+$14.9K	﹤0.01%	1319
2025 Q1	$288K	Buy	+12,817	New	+$285K	﹤0.01%	1309
2023 Q4	–	Sell	-43,858	Closed	-$925K	–	1598
2023 Q3	$925K	Buy	+43,858	New	+$949K	﹤0.01%	766

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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 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

LAM

L2 Asset Management Wayland, Massachusetts $963M AUM 38.06% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

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

Envestnet Portfolio Solutions's SCHI Position: Q1 2026 in Review

Envestnet Portfolio Solutions sold out of Schwab 5-10 Year Corporate Bond ETF (SCHI) in Q1 2026, closing a stake of 13,292 shares — an estimated $305K sold.

Envestnet Portfolio Solutions first reported a position in SCHI in Q3 2023 and held it in 5 quarters. The position peaked at $925K in Q3 2023. 258 funds tracked by Wall St. Rank hold SCHI as of Q1 2026.

Envestnet Portfolio Solutions reported no remaining Schwab 5-10 Year Corporate Bond ETF position as of Q1 2026 after selling out during the quarter.
Envestnet Portfolio Solutions sold 13,292 Schwab 5-10 Year Corporate Bond ETF shares in Q1 2026, an estimated $305K.
Envestnet Portfolio Solutions first reported a position in Schwab 5-10 Year Corporate Bond ETF in Q3 2023 and held it in 5 quarters.
Envestnet Portfolio Solutions's Schwab 5-10 Year Corporate Bond ETF position peaked at $925K in Q3 2023.
258 funds tracked by Wall St. Rank held Schwab 5-10 Year Corporate Bond ETF as of Q1 2026.

Based on Envestnet Portfolio Solutions's 13F filing for Q1 2026, filed 29 Apr 2026.