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

Hoey 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 		$46.2K Sell
2,040
-44
-2% -$996 0.01% 160
2026
Q1 		$47.3K Buy
2,084
+44
+2% +$1.01K 0.01% 156
2025
Q4 		$46.9K Hold
2,040
– – 0.01% 158
2025
Q3 		$47.1K Hold
2,040
– – 0.01% 167
2025
Q2 		$46.4K Buy
+2,040
New +$45.5K 0.01% 156

Other funds holding SCHI

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
BFG
Bouchey Financial Group Troy, New York $1.55B AUM 29.02% 1-Year Est. Return
Janney Montgomery Scott
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
LPL Financial
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
WCFP
White & Co Financial Planning Sunnyside, Washington $161M AUM 18.51% 1-Year Est. Return

Hoey Investments's SCHI Position: Q2 2026 in Review

Hoey Investments reduced its Schwab 5-10 Year Corporate Bond ETF (SCHI) stake by 2.1% in Q2 2026, selling an estimated $996 and leaving 2,040 shares worth $46.2K. The position accounts for 0.01% of the portfolio, ranked #160.

Hoey Investments first reported a position in SCHI in Q2 2025 and has held it in 5 quarters since. The position peaked at $47.3K in Q1 2026. 158 funds tracked by Wall St. Rank hold SCHI as of Q2 2026.

  • Hoey Investments held 2,040 shares of Schwab 5-10 Year Corporate Bond ETF worth $46.2K as of Q2 2026.
  • Hoey Investments sold 44 Schwab 5-10 Year Corporate Bond ETF shares in Q2 2026, an estimated $996.
  • Schwab 5-10 Year Corporate Bond ETF made up 0.01% of Hoey Investments's portfolio in Q2 2026, its #160 holding.
  • Hoey Investments first reported a position in Schwab 5-10 Year Corporate Bond ETF in Q2 2025 and has held it in 5 quarters since.
  • Hoey Investments's Schwab 5-10 Year Corporate Bond ETF position peaked at $47.3K in Q1 2026.
  • 158 funds tracked by Wall St. Rank held Schwab 5-10 Year Corporate Bond ETF as of Q2 2026.

Based on Hoey Investments's 13F filing for Q2 2026, filed 27 Jul 2026.