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Global Retirement Partners’s Schwab 5-10 Year Corporate Bond ETF SCHI Stock Holding History

Global Retirement Partners’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 		$1.47K Buy
+65
New +$1.47K ﹤0.01% 4119
2025
Q4 		$125K Buy
5,457
+5,392
+8,295% +$124K ﹤0.01% 1770
2025
Q3 		$1.5K Hold
65
– – ﹤0.01% 3405
2025
Q2 		$1.48K Buy
+65
New +$1.45K ﹤0.01% 3344
2024
Q4 		$18K Sell
816
-374
-31% -$8.4K ﹤0.01% 2146
2024
Q3 		$27.5K Buy
1,190
+182
+18% +$4.13K ﹤0.01% 1845
2024
Q2 		$22.2K Sell
1,008
-3,640
-78% -$79.8K ﹤0.01% 1929
2024
Q1 		$103K Sell
4,648
-8,498
-65% -$189K ﹤0.01% 1069
2023
Q4 		$293K Buy
13,146
+2,648
+25% +$56.7K 0.01% 621
2023
Q3 		$218K Buy
10,498
+10,416
+12,702% +$225K 0.01% 639
2023
Q2 		$1.81K Buy
+82
New +$1.82K ﹤0.01% 2585

Other funds holding SCHI

CAPTRUST Financial Advisors
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
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
AC
Allstate Corporation Northbrook, Illinois $10B AUM 30.74% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Royal Bank of Canada
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
PC
Permanens Capital New York $972M AUM 27.73% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

Global Retirement Partners's SCHI Position: Q2 2026 in Review

Global Retirement Partners opened a new position in Schwab 5-10 Year Corporate Bond ETF (SCHI) in Q2 2026: 65 shares worth $1.47K. The stake represents ﹤0.01% of the portfolio and ranks #4119 among its holdings. This is a return to the name: Global Retirement Partners previously reported a position in SCHI as recently as Q4 2025.

Global Retirement Partners first reported a position in SCHI in Q2 2023 and has held it in 11 quarters since. The position peaked at $293K in Q4 2023. 266 funds tracked by Wall St. Rank hold SCHI as of Q2 2026.

  • Global Retirement Partners held 65 shares of Schwab 5-10 Year Corporate Bond ETF worth $1.47K as of Q2 2026.
  • Schwab 5-10 Year Corporate Bond ETF was a new Global Retirement Partners position in Q2 2026.
  • Schwab 5-10 Year Corporate Bond ETF made up ﹤0.01% of Global Retirement Partners's portfolio in Q2 2026, its #4119 holding.
  • Global Retirement Partners first reported a position in Schwab 5-10 Year Corporate Bond ETF in Q2 2023 and has held it in 11 quarters since.
  • Global Retirement Partners's Schwab 5-10 Year Corporate Bond ETF position peaked at $293K in Q4 2023.
  • 266 funds tracked by Wall St. Rank held Schwab 5-10 Year Corporate Bond ETF as of Q2 2026.

Based on Global Retirement Partners's 13F filing for Q2 2026, filed 6 Aug 2026.