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 Q2	$226K	Hold	10,120	–	–	﹤0.01%	593
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 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 22.9% 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 40.89% 1-Year Est. Return

HBK Sorce Advisory's SCHI Position: Q2 2026 in Review

HBK Sorce Advisory held its Schwab 5-10 Year Corporate Bond ETF (SCHI) position steady in Q2 2026 at 10,120 shares worth $226K. The position accounts for ﹤0.01% of the portfolio, ranked #593.

HBK Sorce Advisory first reported a position in SCHI in Q2 2025 and has held it in 5 quarters since. The position peaked at $421K in Q3 2025. 268 funds tracked by Wall St. Rank hold SCHI as of Q2 2026.

HBK Sorce Advisory held 10,120 shares of Schwab 5-10 Year Corporate Bond ETF worth $226K as of Q2 2026.
HBK Sorce Advisory left its Schwab 5-10 Year Corporate Bond ETF share count unchanged in Q2 2026.
Schwab 5-10 Year Corporate Bond ETF made up ﹤0.01% of HBK Sorce Advisory's portfolio in Q2 2026, its #593 holding.
HBK Sorce Advisory first reported a position in Schwab 5-10 Year Corporate Bond ETF in Q2 2025 and has held it in 5 quarters since.
HBK Sorce Advisory's Schwab 5-10 Year Corporate Bond ETF position peaked at $421K in Q3 2025.
268 funds tracked by Wall St. Rank held Schwab 5-10 Year Corporate Bond ETF as of Q2 2026.

Based on HBK Sorce Advisory's 13F filing for Q2 2026, filed 6 Aug 2026.