Harel Insurance Investments & Financial Services’s Schwab 5-10 Year Corporate Bond ETF SCHI Stock Holding History

Harel Insurance Investments & Financial Services’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	$988K	Buy	43,648 +9,334	+27%	+$211K	﹤0.01%	195
2026 Q1	$778K	Buy	34,314 +6,704	+24%	+$154K	0.01%	181
2025 Q4	$634K	Buy	27,610 +1,144	+4%	+$26.4K	0.01%	196
2025 Q3	$611K	Sell	26,466 -1,172	-4%	-$26.8K	0.01%	218
2025 Q2	$629K	Buy	27,638 +3,607	+15%	+$80.5K	0.01%	196
2025 Q1	$540K	Buy	+24,031	New	+$534K	0.01%	189

Other funds holding SCHI

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

BFG

Bouchey Financial Group Troy, New York $1.55B AUM 29.02% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

WFA

WestHill Financial Advisors San Rafael, California $587M AUM 20.13% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

CST

Charles Schwab Trust Henderson, Nevada $1.79B AUM 17.47% 1-Year Est. Return

VST

Van Strum & Towne San Francisco, California $367M AUM 19.6% 1-Year Est. Return

OAJ

Ogorek Anthony Joseph Williamsville, New York $403M AUM 22.57% 1-Year Est. Return

Harel Insurance Investments & Financial Services's SCHI Position: Q2 2026 in Review

Harel Insurance Investments & Financial Services increased its Schwab 5-10 Year Corporate Bond ETF (SCHI) stake by 27% in Q2 2026, buying an estimated $211K and bringing the position to 43,648 shares worth $988K. The position accounts for ﹤0.01% of the portfolio, ranked #195.

Harel Insurance Investments & Financial Services first reported a position in SCHI in Q1 2025 and has held it in 6 quarters since. 204 funds tracked by Wall St. Rank hold SCHI as of Q2 2026.

Harel Insurance Investments & Financial Services held 43,648 shares of Schwab 5-10 Year Corporate Bond ETF worth $988K as of Q2 2026.
Harel Insurance Investments & Financial Services bought 9,334 Schwab 5-10 Year Corporate Bond ETF shares in Q2 2026, an estimated $211K.
Schwab 5-10 Year Corporate Bond ETF made up ﹤0.01% of Harel Insurance Investments & Financial Services's portfolio in Q2 2026, its #195 holding.
Harel Insurance Investments & Financial Services first reported a position in Schwab 5-10 Year Corporate Bond ETF in Q1 2025 and has held it in 6 quarters since.
204 funds tracked by Wall St. Rank held Schwab 5-10 Year Corporate Bond ETF as of Q2 2026.

Based on Harel Insurance Investments & Financial Services's 13F filing for Q2 2026, filed 29 Jul 2026.