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Farther Finance Advisors’s Schwab 5-10 Year Corporate Bond ETF SCHI Stock Holding History

Farther Finance 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
Q3 		$459K Sell
21,423
-5,652
-21% -$125K ﹤0.01% 1654
2026
Q2 		$613K Buy
27,075
+18,756
+225% +$425K ﹤0.01% 1405
2026
Q1 		$188K Buy
8,319
+143
+2% +$3.28K ﹤0.01% 2059
2025
Q4 		$188K Buy
8,176
+4,903
+150% +$113K ﹤0.01% 1945
2025
Q3 		$75.5K Buy
3,273
+501
+18% +$11.4K ﹤0.01% 2202
2025
Q2 		$63.1K Sell
2,772
-80
-3% -$1.78K ﹤0.01% 2015
2025
Q1 		$64K Sell
2,852
-79
-3% -$1.76K ﹤0.01% 1770
2024
Q4 		$64.7K Buy
2,931
+2,037
+228% +$45.8K ﹤0.01% 1524
2024
Q3 		$20.6K Sell
894
-7,906
-90% -$179K ﹤0.01% 2063
2024
Q2 		$192K Buy
8,800
+7,456
+555% +$163K 0.01% 847
2024
Q1 		$29.6K Sell
1,344
-228
-15% -$5.06K ﹤0.01% 1372
2023
Q4 		$35.3K Buy
1,572
+100
+7% +$2.14K ﹤0.01% 1152
2023
Q3 		$31.1K Buy
+1,472
New +$31.8K ﹤0.01% 949

Other funds holding SCHI

KFS
Kaizen Financial Strategies Campbell, California $254M AUM 28.38% 1-Year Est. Return
BONH
Bank of New Hampshire Laconia, New Hampshire $463M AUM 23.57% 1-Year Est. Return
MWM
MFG Wealth Management Indianapolis, Indiana $138M AUM 31.54% 1-Year Est. Return
ANBT
American National Bank & Trust Wichita Falls, Texas $1.09B AUM 26.59% 1-Year Est. Return
WAM
Worth Asset Management Dallas, Texas $343M AUM 29.82% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
AWE
Avidian Wealth Enterprises Houston, Texas $3.59B AUM 17.8% 1-Year Est. Return
MHR
Matthew Hamilton Rosenberg $558M AUM 12.28% 1-Year Est. Return
FA
FC Advisory West Chester, Pennsylvania $382M AUM 8.35% 1-Year Est. Return
CD
Chapin Davis Baltimore, Maryland $520M AUM 117.57% 1-Year Est. Return

Farther Finance Advisors's SCHI Position: Q3 2026 in Review

Farther Finance Advisors reduced its Schwab 5-10 Year Corporate Bond ETF (SCHI) stake by 21% in Q3 2026, selling an estimated $125K and leaving 21,423 shares worth $459K. The position accounts for ﹤0.01% of the portfolio, ranked #1654.

Farther Finance Advisors first reported a position in SCHI in Q3 2023 and has held it in 13 quarters since. The position peaked at $613K in Q2 2026. 16 funds tracked by Wall St. Rank hold SCHI as of Q3 2026.

  • Farther Finance Advisors held 21,423 shares of Schwab 5-10 Year Corporate Bond ETF worth $459K as of Q3 2026.
  • Farther Finance Advisors sold 5,652 Schwab 5-10 Year Corporate Bond ETF shares in Q3 2026, an estimated $125K.
  • Schwab 5-10 Year Corporate Bond ETF made up ﹤0.01% of Farther Finance Advisors's portfolio in Q3 2026, its #1654 holding.
  • Farther Finance Advisors first reported a position in Schwab 5-10 Year Corporate Bond ETF in Q3 2023 and has held it in 13 quarters since.
  • Farther Finance Advisors's Schwab 5-10 Year Corporate Bond ETF position peaked at $613K in Q2 2026.
  • 16 funds tracked by Wall St. Rank held Schwab 5-10 Year Corporate Bond ETF as of Q3 2026.

Based on Farther Finance Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.