Founders Financial Alliance’s Schwab 5-10 Year Corporate Bond ETF SCHI Stock Holding History

Founders Financial Alliance’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	$5.52K	Hold	244	–	–	﹤0.01%	721
2026 Q1	$5.53K	Hold	244	–	–	﹤0.01%	675
2025 Q4	$5.61K	Hold	244	–	–	﹤0.01%	544
2025 Q3	$5.63K	Hold	244	–	–	﹤0.01%	645
2025 Q2	$5.55K	Hold	244	–	–	﹤0.01%	489
2025 Q1	$5.48K	Hold	244	–	–	﹤0.01%	556
2024 Q4	$5.38K	Hold	244	–	–	﹤0.01%	518
2024 Q3	$5.63K	Buy	+244	New	+$5.53K	﹤0.01%	521

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

Founders Financial Alliance's SCHI Position: Q2 2026 in Review

Founders Financial Alliance held its Schwab 5-10 Year Corporate Bond ETF (SCHI) position steady in Q2 2026 at 244 shares worth $5.52K. The position accounts for ﹤0.01% of the portfolio, ranked #721.

Founders Financial Alliance first reported a position in SCHI in Q3 2024 and has held it in 8 quarters since. The position peaked at $5.63K in Q3 2025. 265 funds tracked by Wall St. Rank hold SCHI as of Q2 2026.

Founders Financial Alliance held 244 shares of Schwab 5-10 Year Corporate Bond ETF worth $5.52K as of Q2 2026.
Founders Financial Alliance 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 Founders Financial Alliance's portfolio in Q2 2026, its #721 holding.
Founders Financial Alliance first reported a position in Schwab 5-10 Year Corporate Bond ETF in Q3 2024 and has held it in 8 quarters since.
Founders Financial Alliance's Schwab 5-10 Year Corporate Bond ETF position peaked at $5.63K in Q3 2025.
265 funds tracked by Wall St. Rank held Schwab 5-10 Year Corporate Bond ETF as of Q2 2026.

Based on Founders Financial Alliance's 13F filing for Q2 2026, filed 4 Aug 2026.