FFA
SCHI icon

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
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

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

Farther Finance Advisors's SCHI Position: Q2 2026 in Review

Farther Finance Advisors increased its Schwab 5-10 Year Corporate Bond ETF (SCHI) stake by 225% in Q2 2026, buying an estimated $425K and bringing the position to 27,075 shares worth $613K. The position accounts for ﹤0.01% of the portfolio, ranked #1405.

Farther Finance Advisors first reported a position in SCHI in Q3 2023 and has held it in 12 quarters since. 265 funds tracked by Wall St. Rank hold SCHI as of Q2 2026.

  • Farther Finance Advisors held 27,075 shares of Schwab 5-10 Year Corporate Bond ETF worth $613K as of Q2 2026.
  • Farther Finance Advisors bought 18,756 Schwab 5-10 Year Corporate Bond ETF shares in Q2 2026, an estimated $425K.
  • Schwab 5-10 Year Corporate Bond ETF made up ﹤0.01% of Farther Finance Advisors's portfolio in Q2 2026, its #1405 holding.
  • Farther Finance Advisors first reported a position in Schwab 5-10 Year Corporate Bond ETF in Q3 2023 and has held it in 12 quarters since.
  • 265 funds tracked by Wall St. Rank held Schwab 5-10 Year Corporate Bond ETF as of Q2 2026.

Based on Farther Finance Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.