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Harbour Investments’s Schwab 5-10 Year Corporate Bond ETF SCHI Stock Holding History

Harbour Investments’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 		$423K Buy
18,697
+314
+2% +$7.11K 0.01% 1196
2026
Q1 		$417K Buy
18,383
+10,204
+125% +$234K 0.01% 1143
2025
Q4 		$188K Sell
8,179
-307
-4% -$7.08K ﹤0.01% 1314
2025
Q3 		$196K Buy
8,486
+1,852
+28% +$42.3K ﹤0.01% 1242
2025
Q2 		$151K Sell
6,634
-7,165
-52% -$160K ﹤0.01% 1311
2025
Q1 		$310K Sell
13,799
-225
-2% -$5K 0.01% 909
2024
Q4 		$310K Sell
14,024
-7,422
-35% -$167K 0.01% 859
2024
Q3 		$495K Sell
21,446
-272
-1% -$6.17K 0.01% 657
2024
Q2 		$479K Sell
21,718
-5,170
-19% -$113K 0.02% 616
2024
Q1 		$598K Sell
26,888
-21,496
-44% -$477K 0.02% 532
2023
Q4 		$1.09M Buy
48,384
+5,546
+13% +$119K 0.05% 343
2023
Q3 		$904K Buy
42,838
+29,674
+225% +$642K 0.05% 347
2023
Q2 		$290K Buy
13,164
+7,054
+115% +$156K 0.01% 669
2023
Q1 		$136K Buy
6,110
+114
+2% +$2.52K 0.01% 915
2022
Q4 		$129K Sell
5,996
-1,586
-21% -$33.9K 0.01% 904
2022
Q3 		$169K Hold
7,582
– – 0.01% 757
2022
Q2 		$169K Buy
+7,582
New +$172K 0.01% 757
2021
Q4 		$225K Sell
8,694
-1,138
-12% -$29.5K 0.01% 674
2021
Q3 		$257K Buy
9,832
+18
+0.2% +$475 0.01% 904
2021
Q2 		$258K Sell
9,814
-34,028
-78% -$884K 0.01% 927
2021
Q1 		$1.13M Buy
+43,842
New +$1.15M 0.04% 382

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 40.91% 1-Year Est. Return

Harbour Investments's SCHI Position: Q2 2026 in Review

Harbour Investments increased its Schwab 5-10 Year Corporate Bond ETF (SCHI) stake by 1.7% in Q2 2026, buying an estimated $7.11K and bringing the position to 18,697 shares worth $423K. The position accounts for 0.01% of the portfolio, ranked #1196.

Harbour Investments first reported a position in SCHI in Q1 2021 and has held it in 21 quarters since. The position peaked at $1.13M in Q1 2021. 265 funds tracked by Wall St. Rank hold SCHI as of Q2 2026.

  • Harbour Investments held 18,697 shares of Schwab 5-10 Year Corporate Bond ETF worth $423K as of Q2 2026.
  • Harbour Investments bought 314 Schwab 5-10 Year Corporate Bond ETF shares in Q2 2026, an estimated $7.11K.
  • Schwab 5-10 Year Corporate Bond ETF made up 0.01% of Harbour Investments's portfolio in Q2 2026, its #1196 holding.
  • Harbour Investments first reported a position in Schwab 5-10 Year Corporate Bond ETF in Q1 2021 and has held it in 21 quarters since.
  • Harbour Investments's Schwab 5-10 Year Corporate Bond ETF position peaked at $1.13M in Q1 2021.
  • 265 funds tracked by Wall St. Rank held Schwab 5-10 Year Corporate Bond ETF as of Q2 2026.

Based on Harbour Investments's 13F filing for Q2 2026, filed 12 Aug 2026.