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HBK Sorce Advisory’s Schwab 5-10 Year Corporate Bond ETF SCHI Stock Holding History

HBK Sorce 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 		$230K Hold
10,120
– – ﹤0.01% 569
2025
Q4 		$233K Sell
10,120
-8,058
-44% -$186K 0.01% 545
2025
Q3 		$421K Buy
18,178
+8,768
+93% +$200K 0.01% 390
2025
Q2 		$214K Buy
+9,410
New +$210K 0.01% 533

Other funds holding SCHI

CAPTRUST Financial Advisors
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
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Ameriprise
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
PC
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
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

HBK Sorce Advisory's SCHI Position: Q1 2026 in Review

HBK Sorce Advisory held its Schwab 5-10 Year Corporate Bond ETF (SCHI) position steady in Q1 2026 at 10,120 shares worth $230K. The position accounts for ﹤0.01% of the portfolio, ranked #569.

HBK Sorce Advisory first reported a position in SCHI in Q2 2025 and has held it in 4 quarters since. The position peaked at $421K in Q3 2025. 257 funds tracked by Wall St. Rank hold SCHI as of Q1 2026.

  • HBK Sorce Advisory held 10,120 shares of Schwab 5-10 Year Corporate Bond ETF worth $230K as of Q1 2026.
  • HBK Sorce Advisory left its Schwab 5-10 Year Corporate Bond ETF share count unchanged in Q1 2026.
  • Schwab 5-10 Year Corporate Bond ETF made up ﹤0.01% of HBK Sorce Advisory's portfolio in Q1 2026, its #569 holding.
  • HBK Sorce Advisory first reported a position in Schwab 5-10 Year Corporate Bond ETF in Q2 2025 and has held it in 4 quarters since.
  • HBK Sorce Advisory's Schwab 5-10 Year Corporate Bond ETF position peaked at $421K in Q3 2025.
  • 257 funds tracked by Wall St. Rank held Schwab 5-10 Year Corporate Bond ETF as of Q1 2026.

Based on HBK Sorce Advisory's 13F filing for Q1 2026, filed 11 May 2026.