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

Forum Financial Management’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	$449K	Hold	19,821	–	–	0.01%	222
2026 Q1	$450K	Hold	19,821	–	–	0.01%	212
2025 Q4	$455K	Hold	19,821	–	–	0.01%	527
2025 Q3	$457K	Buy	19,821 +8,610	+77%	+$197K	0.01%	502
2025 Q2	$255K	Hold	11,211	–	–	﹤0.01%	764
2025 Q1	$252K	Buy	+11,211	New	+$249K	﹤0.01%	690

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

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

Forum Financial Management held its Schwab 5-10 Year Corporate Bond ETF (SCHI) position steady in Q2 2026 at 19,821 shares worth $449K. The position accounts for 0.01% of the portfolio, ranked #222.

Forum Financial Management first reported a position in SCHI in Q1 2025 and has held it in 6 quarters since. The position peaked at $457K in Q3 2025. 265 funds tracked by Wall St. Rank hold SCHI as of Q2 2026.

Forum Financial Management held 19,821 shares of Schwab 5-10 Year Corporate Bond ETF worth $449K as of Q2 2026.
Forum Financial Management 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 Forum Financial Management's portfolio in Q2 2026, its #222 holding.
Forum Financial Management first reported a position in Schwab 5-10 Year Corporate Bond ETF in Q1 2025 and has held it in 6 quarters since.
Forum Financial Management's Schwab 5-10 Year Corporate Bond ETF position peaked at $457K in Q3 2025.
265 funds tracked by Wall St. Rank held Schwab 5-10 Year Corporate Bond ETF as of Q2 2026.

Based on Forum Financial Management's 13F filing for Q2 2026, filed 23 Jul 2026.