FC Advisory’s Schwab 5-10 Year Corporate Bond ETF SCHI Stock Holding History

FC Advisory’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	$403K	Buy	17,806 +37	+0.2%	+$838	0.11%	87
2026 Q1	$403K	Buy	17,769 +25	+0.1%	+$573	0.12%	84
2025 Q4	$408K	Buy	17,744 +47	+0.3%	+$1.08K	0.12%	84
2025 Q3	$408K	Buy	17,697 +36	+0.2%	+$822	0.12%	84
2025 Q2	$402K	Buy	17,661 +36	+0.2%	+$803	0.12%	84
2025 Q1	$396K	Buy	17,625 +25	+0.1%	+$556	0.13%	81
2024 Q4	$388K	Buy	17,600 +44	+0.3%	+$989	0.13%	80
2024 Q3	$405K	Buy	17,556 +36	+0.2%	+$816	0.14%	80
2024 Q2	$386K	Buy	17,520 +36	+0.2%	+$789	0.14%	75
2024 Q1	$389K	Buy	17,484 +22	+0.1%	+$488	0.14%	76
2023 Q4	$392K	Buy	17,462 +44	+0.3%	+$942	0.15%	77
2023 Q3	$368K	Buy	17,418 +1,322	+8%	+$28.6K	0.15%	76
2023 Q2	$355K	Buy	16,096 +12	+0.1%	+$266	0.15%	75
2023 Q1	$359K	Hold	16,084	–	–	0.16%	74
2022 Q4	$347K	Buy	16,084 +12	+0.1%	+$257	0.16%	71
2022 Q3	$338K	Buy	+16,072	New	+$358K	0.17%	66

Other funds holding SCHI

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 Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Allstate Corporation Northbrook, Illinois $10B AUM 30.74% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

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

Permanens Capital New York $972M AUM 27.73% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

FC Advisory's SCHI Position: Q2 2026 in Review

FC Advisory increased its Schwab 5-10 Year Corporate Bond ETF (SCHI) stake by 0.21% in Q2 2026, buying an estimated $838 and bringing the position to 17,806 shares worth $403K. The position accounts for 0.11% of the portfolio, ranked #87.

FC Advisory first reported a position in SCHI in Q3 2022 and has held it in 16 quarters since. The position peaked at $408K in Q3 2025. 266 funds tracked by Wall St. Rank hold SCHI as of Q2 2026.

FC Advisory held 17,806 shares of Schwab 5-10 Year Corporate Bond ETF worth $403K as of Q2 2026.
FC Advisory bought 37 Schwab 5-10 Year Corporate Bond ETF shares in Q2 2026, an estimated $838.
Schwab 5-10 Year Corporate Bond ETF made up 0.11% of FC Advisory's portfolio in Q2 2026, its #87 holding.
FC Advisory first reported a position in Schwab 5-10 Year Corporate Bond ETF in Q3 2022 and has held it in 16 quarters since.
FC Advisory's Schwab 5-10 Year Corporate Bond ETF position peaked at $408K in Q3 2025.
266 funds tracked by Wall St. Rank held Schwab 5-10 Year Corporate Bond ETF as of Q2 2026.

Based on FC Advisory's 13F filing for Q2 2026, filed 9 Jul 2026.