Guardian Financial Partners’s Schwab 5-10 Year Corporate Bond ETF SCHI Stock Holding History

Guardian Financial 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	$244K	Sell	10,781 -777	-7%	-$17.6K	0.1%	67
2026 Q1	$262K	Buy	11,558 +1,295	+13%	+$29.7K	0.11%	62
2025 Q4	$236K	Sell	10,263 -3	-0%	-$69	0.1%	65
2025 Q3	$237K	Sell	10,266 -269	-3%	-$6.14K	0.1%	60
2025 Q2	$240K	Buy	10,535 +507	+5%	+$11.3K	0.11%	55
2025 Q1	$225K	Sell	10,028 -436	-4%	-$9.7K	0.11%	55
2024 Q4	$231K	Buy	+10,464	New	+$235K	0.14%	48

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

Guardian Financial Partners's SCHI Position: Q2 2026 in Review

Guardian Financial Partners reduced its Schwab 5-10 Year Corporate Bond ETF (SCHI) stake by 6.7% in Q2 2026, selling an estimated $17.6K and leaving 10,781 shares worth $244K. The position accounts for 0.1% of the portfolio, ranked #67.

Guardian Financial Partners first reported a position in SCHI in Q4 2024 and has held it in 7 quarters since. The position peaked at $262K in Q1 2026. 264 funds tracked by Wall St. Rank hold SCHI as of Q2 2026.

Guardian Financial Partners held 10,781 shares of Schwab 5-10 Year Corporate Bond ETF worth $244K as of Q2 2026.
Guardian Financial Partners sold 777 Schwab 5-10 Year Corporate Bond ETF shares in Q2 2026, an estimated $17.6K.
Schwab 5-10 Year Corporate Bond ETF made up 0.1% of Guardian Financial Partners's portfolio in Q2 2026, its #67 holding.
Guardian Financial Partners first reported a position in Schwab 5-10 Year Corporate Bond ETF in Q4 2024 and has held it in 7 quarters since.
Guardian Financial Partners's Schwab 5-10 Year Corporate Bond ETF position peaked at $262K in Q1 2026.
264 funds tracked by Wall St. Rank held Schwab 5-10 Year Corporate Bond ETF as of Q2 2026.

Based on Guardian Financial Partners's 13F filing for Q2 2026, filed 15 Jul 2026.