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

EverSource 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	$10.6K	Sell	468 -180	-28%	-$4.08K	﹤0.01%	2879
2026 Q1	$14.7K	Hold	648	–	–	﹤0.01%	2696
2025 Q4	$14.9K	Sell	648 -106	-14%	-$2.44K	﹤0.01%	2577
2025 Q3	$17.4K	Buy	+754	New	+$17.2K	﹤0.01%	2468
2024 Q2	–	Sell	-244	Closed	-$5.28K	–	3132
2024 Q1	$5.28K	Sell	244 -264	-52%	-$5.86K	﹤0.01%	2031
2023 Q4	$11.4K	Buy	508 +94	+23%	+$2.01K	﹤0.01%	1499
2023 Q3	$8.74K	Buy	+414	New	+$8.95K	﹤0.01%	1475

Other funds holding SCHI

BFG

Bouchey Financial Group Troy, New York $1.55B AUM 29.02% 1-Year Est. Return

WFA

WestHill Financial Advisors San Rafael, California $587M AUM 20.13% 1-Year Est. Return

CST

Charles Schwab Trust Henderson, Nevada $1.79B AUM 17.47% 1-Year Est. Return

WCFP

White & Co Financial Planning Sunnyside, Washington $161M AUM 18.51% 1-Year Est. Return

WWM

WT Wealth Management Scottsdale, Arizona $361M AUM 23.03% 1-Year Est. Return

Systelligence LLC Bloomington, Minnesota $599M AUM 24.4% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

BONH

Bank of New Hampshire Laconia, New Hampshire $479M AUM 31.52% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Prairiewood Capital Fargo, North Dakota $386M AUM 17.99% 1-Year Est. Return

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

EverSource Wealth Advisors reduced its Schwab 5-10 Year Corporate Bond ETF (SCHI) stake by 28% in Q2 2026, selling an estimated $4.08K and leaving 468 shares worth $10.6K. The position accounts for ﹤0.01% of the portfolio, ranked #2879.

EverSource Wealth Advisors first reported a position in SCHI in Q3 2023 and has held it in 7 quarters since. The position peaked at $17.4K in Q3 2025. 95 funds tracked by Wall St. Rank hold SCHI as of Q2 2026.

EverSource Wealth Advisors held 468 shares of Schwab 5-10 Year Corporate Bond ETF worth $10.6K as of Q2 2026.
EverSource Wealth Advisors sold 180 Schwab 5-10 Year Corporate Bond ETF shares in Q2 2026, an estimated $4.08K.
Schwab 5-10 Year Corporate Bond ETF made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #2879 holding.
EverSource Wealth Advisors first reported a position in Schwab 5-10 Year Corporate Bond ETF in Q3 2023 and has held it in 7 quarters since.
EverSource Wealth Advisors's Schwab 5-10 Year Corporate Bond ETF position peaked at $17.4K in Q3 2025.
95 funds tracked by Wall St. Rank held Schwab 5-10 Year Corporate Bond ETF as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.