Harbor Investment Advisory’s Schwab 5-10 Year Corporate Bond ETF SCHI Stock Holding History

Harbor Investment 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 Q1	–	Sell	-2,386	Closed	-$54.8K	–	1343
2025 Q4	$54.8K	Hold	2,386	–	–	﹤0.01%	639
2025 Q3	$55.1K	Hold	2,386	–	–	﹤0.01%	625
2025 Q2	$54.3K	Hold	2,386	–	–	﹤0.01%	616
2025 Q1	$53.6K	Hold	2,386	–	–	0.01%	595
2024 Q4	$52.7K	Hold	2,386	–	–	﹤0.01%	593
2024 Q3	$55.1K	Hold	2,386	–	–	0.01%	574
2024 Q2	$52.6K	Hold	2,386	–	–	0.01%	574
2024 Q1	$53.1K	Buy	+2,386	New	+$53K	0.01%	570

Other funds holding SCHI

CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

RIG

RiverFront Investment Group Richmond, Virginia $6.46B AUM 18.45% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

BFG

Bouchey Financial Group Troy, New York $1.36B AUM 13.96% 1-Year Est. Return

Permanens Capital New York $776M AUM 30.08% 1-Year Est. Return

LAM

L2 Asset Management Wayland, Massachusetts $1.05B AUM 29.07% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Harbor Investment Advisory's SCHI Position: Q1 2026 in Review

Harbor Investment Advisory sold out of Schwab 5-10 Year Corporate Bond ETF (SCHI) in Q1 2026, closing a stake of 2,386 shares — an estimated $54.8K sold.

Harbor Investment Advisory first reported a position in SCHI in Q1 2024 and held it in 8 quarters. The position peaked at $55.1K in Q3 2025. 257 funds tracked by Wall St. Rank hold SCHI as of Q1 2026.

Harbor Investment Advisory reported no remaining Schwab 5-10 Year Corporate Bond ETF position as of Q1 2026 after selling out during the quarter.
Harbor Investment Advisory sold 2,386 Schwab 5-10 Year Corporate Bond ETF shares in Q1 2026, an estimated $54.8K.
Harbor Investment Advisory first reported a position in Schwab 5-10 Year Corporate Bond ETF in Q1 2024 and held it in 8 quarters.
Harbor Investment Advisory's Schwab 5-10 Year Corporate Bond ETF position peaked at $55.1K in Q3 2025.
257 funds tracked by Wall St. Rank held Schwab 5-10 Year Corporate Bond ETF as of Q1 2026.

Based on Harbor Investment Advisory's 13F filing for Q1 2026, filed 23 Apr 2026.