Focus Partners Wealth’s Schwab 5-10 Year Corporate Bond ETF SCHI Stock Holding History

Focus Partners Wealth’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	$1.02M	Buy	45,141 +4,301	+11%	+$97.4K	﹤0.01%	1645
2026 Q1	$926K	Buy	40,840 +8,747	+27%	+$201K	﹤0.01%	1660
2025 Q4	$737K	Buy	+32,093	New	+$740K	﹤0.01%	1764
2024 Q4	–	Sell	-36,046	Closed	-$832K	–	1968
2024 Q3	$832K	Buy	+36,046	New	+$817K	﹤0.01%	990

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

Focus Partners Wealth's SCHI Position: Q2 2026 in Review

Focus Partners Wealth increased its Schwab 5-10 Year Corporate Bond ETF (SCHI) stake by 11% in Q2 2026, buying an estimated $97.4K and bringing the position to 45,141 shares worth $1.02M. The position accounts for ﹤0.01% of the portfolio, ranked #1645.

Focus Partners Wealth first reported a position in SCHI in Q3 2024 and has held it in 4 quarters since. 265 funds tracked by Wall St. Rank hold SCHI as of Q2 2026.

Focus Partners Wealth held 45,141 shares of Schwab 5-10 Year Corporate Bond ETF worth $1.02M as of Q2 2026.
Focus Partners Wealth bought 4,301 Schwab 5-10 Year Corporate Bond ETF shares in Q2 2026, an estimated $97.4K.
Schwab 5-10 Year Corporate Bond ETF made up ﹤0.01% of Focus Partners Wealth's portfolio in Q2 2026, its #1645 holding.
Focus Partners Wealth first reported a position in Schwab 5-10 Year Corporate Bond ETF in Q3 2024 and has held it in 4 quarters since.
265 funds tracked by Wall St. Rank held Schwab 5-10 Year Corporate Bond ETF as of Q2 2026.

Based on Focus Partners Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.