Financial Management Professionals’s Schwab 5-10 Year Corporate Bond ETF SCHI Stock Holding History

Financial Management Professionals’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	$3.17K	Hold	140	–	–	﹤0.01%	737
2026 Q1	$3.17K	Hold	140	–	–	﹤0.01%	669
2025 Q4	$3.22K	Hold	140	–	–	﹤0.01%	664
2025 Q3	$3.23K	Hold	140	–	–	﹤0.01%	643
2025 Q2	$3.19K	Hold	140	–	–	﹤0.01%	683
2025 Q1	$3.14K	Hold	140	–	–	﹤0.01%	686
2024 Q4	$3.09K	Buy	140 +8	+6%	+$180	﹤0.01%	678
2024 Q3	$3K	Hold	132	–	–	﹤0.01%	715
2024 Q2	$3K	Hold	132	–	–	﹤0.01%	677
2024 Q1	$3K	Hold	132	–	–	﹤0.01%	714
2023 Q4	$3K	Buy	132 +2	+2%	+$43	﹤0.01%	720
2023 Q3	$3K	Buy	130 +4	+3%	+$87	﹤0.01%	680
2023 Q2	$3K	Hold	126	–	–	﹤0.01%	718
2023 Q1	$3K	Buy	+126	New	+$2.78K	﹤0.01%	774

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 40.91% 1-Year Est. Return

Financial Management Professionals's SCHI Position: Q2 2026 in Review

Financial Management Professionals held its Schwab 5-10 Year Corporate Bond ETF (SCHI) position steady in Q2 2026 at 140 shares worth $3.17K. The position accounts for ﹤0.01% of the portfolio, ranked #737.

Financial Management Professionals first reported a position in SCHI in Q1 2023 and has held it in 14 quarters since. The position peaked at $3.23K in Q3 2025. 265 funds tracked by Wall St. Rank hold SCHI as of Q2 2026.

Financial Management Professionals held 140 shares of Schwab 5-10 Year Corporate Bond ETF worth $3.17K as of Q2 2026.
Financial Management Professionals left its Schwab 5-10 Year Corporate Bond ETF share count unchanged in Q2 2026.
Schwab 5-10 Year Corporate Bond ETF made up ﹤0.01% of Financial Management Professionals's portfolio in Q2 2026, its #737 holding.
Financial Management Professionals first reported a position in Schwab 5-10 Year Corporate Bond ETF in Q1 2023 and has held it in 14 quarters since.
Financial Management Professionals's Schwab 5-10 Year Corporate Bond ETF position peaked at $3.23K in Q3 2025.
265 funds tracked by Wall St. Rank held Schwab 5-10 Year Corporate Bond ETF as of Q2 2026.

Based on Financial Management Professionals's 13F filing for Q2 2026, filed 9 Jul 2026.