Forthright Family Wealth Advisory’s Schwab 5-10 Year Corporate Bond ETF SCHI Stock Holding History

Forthright Family Wealth Advisory’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	–	Sell	-47,197	Closed	-$2.1M	–	80
2026 Q1	$2.1M	Buy	+47,197	New	+$1.08M	1.41%	20
2024 Q3	–	Sell	-91,160	Closed	-$2.01M	–	73
2024 Q2	$2.01M	Sell	91,160 -3,234	-3%	-$70.9K	1.3%	20
2024 Q1	$2.1M	Buy	94,394 +6,558	+7%	+$146K	1.41%	20
2023 Q4	$1.97M	Buy	+87,836	New	+$1.88M	1.55%	19

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

Forthright Family Wealth Advisory's SCHI Position: Q2 2026 in Review

Forthright Family Wealth Advisory sold out of Schwab 5-10 Year Corporate Bond ETF (SCHI) in Q2 2026, closing a stake of 47,197 shares — an estimated $2.1M sold.

Forthright Family Wealth Advisory first reported a position in SCHI in Q4 2023 and held it in 4 quarters. The position peaked at $2.1M in Q1 2026. 265 funds tracked by Wall St. Rank hold SCHI as of Q2 2026.

Forthright Family Wealth Advisory reported no remaining Schwab 5-10 Year Corporate Bond ETF position as of Q2 2026 after selling out during the quarter.
Forthright Family Wealth Advisory sold 47,197 Schwab 5-10 Year Corporate Bond ETF shares in Q2 2026, an estimated $2.1M.
Forthright Family Wealth Advisory first reported a position in Schwab 5-10 Year Corporate Bond ETF in Q4 2023 and held it in 4 quarters.
Forthright Family Wealth Advisory's Schwab 5-10 Year Corporate Bond ETF position peaked at $2.1M in Q1 2026.
265 funds tracked by Wall St. Rank held Schwab 5-10 Year Corporate Bond ETF as of Q2 2026.

Based on Forthright Family Wealth Advisory's 13F filing for Q2 2026, filed 16 Jul 2026.