Financial Engines Advisors
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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
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
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 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 $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 $1.55B AUM 29.02% 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

Financial Engines Advisors's SCHI Position: Q1 2026 in Review

Financial Engines Advisors reduced its Schwab 5-10 Year Corporate Bond ETF (SCHI) stake by 3.7% in Q1 2026, selling an estimated $7.98K and leaving 9,077 shares worth $206K. The position accounts for ﹤0.01% of the portfolio, ranked #513.

Financial Engines Advisors first reported a position in SCHI in Q3 2025 and has held it in 3 quarters since. The position peaked at $12.3M in Q3 2025. 257 funds tracked by Wall St. Rank hold SCHI as of Q1 2026.

  • Financial Engines Advisors held 9,077 shares of Schwab 5-10 Year Corporate Bond ETF worth $206K as of Q1 2026.
  • Financial Engines Advisors sold 348 Schwab 5-10 Year Corporate Bond ETF shares in Q1 2026, an estimated $7.98K.
  • Schwab 5-10 Year Corporate Bond ETF made up ﹤0.01% of Financial Engines Advisors's portfolio in Q1 2026, its #513 holding.
  • Financial Engines Advisors first reported a position in Schwab 5-10 Year Corporate Bond ETF in Q3 2025 and has held it in 3 quarters since.
  • Financial Engines Advisors's Schwab 5-10 Year Corporate Bond ETF position peaked at $12.3M in Q3 2025.
  • 257 funds tracked by Wall St. Rank held Schwab 5-10 Year Corporate Bond ETF as of Q1 2026.

Based on Financial Engines Advisors's 13F filing for Q1 2026, filed 14 May 2026.