Financial Engines Advisors’s Schwab 5-10 Year Corporate Bond ETF SCHI Stock Holding History

Financial Engines 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	$208K	Buy	9,199 +122	+1%	+$2.76K	﹤0.01%	540
2026 Q1	$206K	Sell	9,077 -348	-4%	-$7.98K	﹤0.01%	513
2025 Q4	$216K	Sell	9,425 -524,335	-98%	-$12.1M	﹤0.01%	519
2025 Q3	$12.3M	Buy	+533,760	New	+$12.2M	0.02%	102

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 22.9% 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

Financial Engines Advisors's SCHI Position: Q2 2026 in Review

Financial Engines Advisors increased its Schwab 5-10 Year Corporate Bond ETF (SCHI) stake by 1.3% in Q2 2026, buying an estimated $2.76K and bringing the position to 9,199 shares worth $208K. The position accounts for ﹤0.01% of the portfolio, ranked #540.

Financial Engines Advisors first reported a position in SCHI in Q3 2025 and has held it in 4 quarters since. The position peaked at $12.3M in Q3 2025. 268 funds tracked by Wall St. Rank hold SCHI as of Q2 2026.

Financial Engines Advisors held 9,199 shares of Schwab 5-10 Year Corporate Bond ETF worth $208K as of Q2 2026.
Financial Engines Advisors bought 122 Schwab 5-10 Year Corporate Bond ETF shares in Q2 2026, an estimated $2.76K.
Schwab 5-10 Year Corporate Bond ETF made up ﹤0.01% of Financial Engines Advisors's portfolio in Q2 2026, its #540 holding.
Financial Engines Advisors first reported a position in Schwab 5-10 Year Corporate Bond ETF in Q3 2025 and has held it in 4 quarters since.
Financial Engines Advisors's Schwab 5-10 Year Corporate Bond ETF position peaked at $12.3M in Q3 2025.
268 funds tracked by Wall St. Rank held Schwab 5-10 Year Corporate Bond ETF as of Q2 2026.

Based on Financial Engines Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.