FWI
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Facet Wealth Inc’s Schwab 5-10 Year Corporate Bond ETF SCHI Stock Holding History

Facet Wealth Inc’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 		$695K Buy
30,683
+14,342
+88% +$325K 0.01% 164
2026
Q1 		$371K Buy
+16,341
New +$375K 0.01% 217

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RIG
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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

Facet Wealth Inc's SCHI Position: Q2 2026 in Review

Facet Wealth Inc increased its Schwab 5-10 Year Corporate Bond ETF (SCHI) stake by 88% in Q2 2026, buying an estimated $325K and bringing the position to 30,683 shares worth $695K. The position accounts for 0.01% of the portfolio, ranked #164.

Facet Wealth Inc first reported a position in SCHI in Q1 2026 and has held it in 2 quarters since. 265 funds tracked by Wall St. Rank hold SCHI as of Q2 2026.

  • Facet Wealth Inc held 30,683 shares of Schwab 5-10 Year Corporate Bond ETF worth $695K as of Q2 2026.
  • Facet Wealth Inc bought 14,342 Schwab 5-10 Year Corporate Bond ETF shares in Q2 2026, an estimated $325K.
  • Schwab 5-10 Year Corporate Bond ETF made up 0.01% of Facet Wealth Inc's portfolio in Q2 2026, its #164 holding.
  • Facet Wealth Inc first reported a position in Schwab 5-10 Year Corporate Bond ETF in Q1 2026 and has held it in 2 quarters since.
  • 265 funds tracked by Wall St. Rank held Schwab 5-10 Year Corporate Bond ETF as of Q2 2026.

Based on Facet Wealth Inc's 13F filing for Q2 2026, filed 27 Jul 2026.