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EP Wealth Advisors’s Schwab 5-10 Year Corporate Bond ETF SCHI Stock Holding History

EP Wealth Advisors’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 		$525K Buy
23,210
+10,155
+78% +$230K ﹤0.01% 1008
2026
Q1 		$296K Sell
13,055
-34
-0.3% -$780 ﹤0.01% 1175
2025
Q4 		$301K Buy
+13,089
New +$302K ﹤0.01% 1133
2025
Q2 		– Sell
-7,207
Closed -$162K – 1464
2025
Q1 		$162K Buy
7,207
+2,288
+47% +$50.9K ﹤0.01% 1177
2024
Q4 		$109K Sell
4,919
-19,683
-80% -$442K ﹤0.01% 1195
2024
Q3 		$568K Buy
24,602
+2,202
+10% +$49.9K ﹤0.01% 649
2024
Q2 		$494K Buy
22,400
+6,974
+45% +$153K 0.01% 538
2024
Q1 		$343K Buy
15,426
+3,514
+29% +$78K ﹤0.01% 592
2023
Q4 		$268K Buy
11,912
+5,928
+99% +$127K ﹤0.01% 651
2023
Q3 		$126K Buy
+5,984
New +$129K ﹤0.01% 714

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

EP Wealth Advisors's SCHI Position: Q2 2026 in Review

EP Wealth Advisors increased its Schwab 5-10 Year Corporate Bond ETF (SCHI) stake by 78% in Q2 2026, buying an estimated $230K and bringing the position to 23,210 shares worth $525K. The position accounts for ﹤0.01% of the portfolio, ranked #1008.

EP Wealth Advisors first reported a position in SCHI in Q3 2023 and has held it in 10 quarters since. The position peaked at $568K in Q3 2024. 265 funds tracked by Wall St. Rank hold SCHI as of Q2 2026.

  • EP Wealth Advisors held 23,210 shares of Schwab 5-10 Year Corporate Bond ETF worth $525K as of Q2 2026.
  • EP Wealth Advisors bought 10,155 Schwab 5-10 Year Corporate Bond ETF shares in Q2 2026, an estimated $230K.
  • Schwab 5-10 Year Corporate Bond ETF made up ﹤0.01% of EP Wealth Advisors's portfolio in Q2 2026, its #1008 holding.
  • EP Wealth Advisors first reported a position in Schwab 5-10 Year Corporate Bond ETF in Q3 2023 and has held it in 10 quarters since.
  • EP Wealth Advisors's Schwab 5-10 Year Corporate Bond ETF position peaked at $568K in Q3 2024.
  • 265 funds tracked by Wall St. Rank held Schwab 5-10 Year Corporate Bond ETF as of Q2 2026.

Based on EP Wealth Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.