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

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

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

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

MFG Wealth Management Indianapolis, Indiana $140M AUM 44.72% 1-Year Est. Return

Integral Investment Advisors Turlock, California $454M AUM 21.42% 1-Year Est. Return

Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return

Davenport & Co Richmond, Virginia $19.6B AUM 18.11% 1-Year Est. Return

Worth Asset Management Dallas, Texas $313M AUM 37.93% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return