Fidelity Investments
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Fidelity Investments’s Schwab 5-10 Year Corporate Bond ETF SCHI Stock Holding History

Fidelity Investments’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
Q1 		$997K Sell
43,960
-6,970
-14% -$160K ﹤0.01% 2879
2025
Q4 		$1.17M Buy
50,930
+29,471
+137% +$679K ﹤0.01% 2794
2025
Q3 		$495K Buy
21,459
+3,179
+17% +$72.6K ﹤0.01% 3033
2025
Q2 		$416K Buy
18,280
+3,516
+24% +$78.4K ﹤0.01% 3030
2025
Q1 		$332K Buy
14,764
+2,397
+19% +$53.3K ﹤0.01% 3049
2024
Q4 		$273K Sell
12,367
-4,983
-29% -$112K ﹤0.01% 3153
2024
Q3 		$400K Buy
17,350
+6,064
+54% +$137K ﹤0.01% 2945
2024
Q2 		$249K Buy
11,286
+3,442
+44% +$75.5K ﹤0.01% 2966
2024
Q1 		$174K Buy
7,844
+3,216
+69% +$71.4K ﹤0.01% 3080
2023
Q4 		$104K Buy
4,628
+3,330
+257% +$71.3K ﹤0.01% 3199
2023
Q3 		$27.4K Sell
1,298
-13,484
-91% -$292K ﹤0.01% 3647
2023
Q2 		$326K Buy
+14,782
New +$327K ﹤0.01% 2799

Other funds holding SCHI

CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return
RIG
RiverFront Investment Group Richmond, Virginia $6.46B AUM 18.45% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
BFG
Bouchey Financial Group Troy, New York $1.36B AUM 13.96% 1-Year Est. Return
PC
Permanens Capital New York $776M AUM 30.08% 1-Year Est. Return
LAM
L2 Asset Management Wayland, Massachusetts $1.05B AUM 29.07% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Fidelity Investments's SCHI Position: Q1 2026 in Review

Fidelity Investments reduced its Schwab 5-10 Year Corporate Bond ETF (SCHI) stake by 14% in Q1 2026, selling an estimated $160K and leaving 43,960 shares worth $997K. The position accounts for ﹤0.01% of the portfolio, ranked #2879.

Fidelity Investments first reported a position in SCHI in Q2 2023 and has held it in 12 quarters since. The position peaked at $1.17M in Q4 2025. 257 funds tracked by Wall St. Rank hold SCHI as of Q1 2026.

  • Fidelity Investments held 43,960 shares of Schwab 5-10 Year Corporate Bond ETF worth $997K as of Q1 2026.
  • Fidelity Investments sold 6,970 Schwab 5-10 Year Corporate Bond ETF shares in Q1 2026, an estimated $160K.
  • Schwab 5-10 Year Corporate Bond ETF made up ﹤0.01% of Fidelity Investments's portfolio in Q1 2026, its #2879 holding.
  • Fidelity Investments first reported a position in Schwab 5-10 Year Corporate Bond ETF in Q2 2023 and has held it in 12 quarters since.
  • Fidelity Investments's Schwab 5-10 Year Corporate Bond ETF position peaked at $1.17M in Q4 2025.
  • 257 funds tracked by Wall St. Rank held Schwab 5-10 Year Corporate Bond ETF as of Q1 2026.

Based on Fidelity Investments's 13F filing for Q1 2026, filed 15 May 2026.