HR
SCHI icon

Howe & Rusling’s Schwab 5-10 Year Corporate Bond ETF SCHI Stock Holding History

Howe & Rusling’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 		$463K Sell
20,397
-3,965
-16% -$90.9K 0.03% 190
2025
Q4 		$560K Buy
24,362
+19,634
+415% +$453K 0.04% 165
2025
Q3 		$109K Sell
4,728
-12,397
-72% -$283K 0.01% 314
2025
Q2 		$390K Buy
17,125
+10,917
+176% +$244K 0.03% 193
2025
Q1 		$139K Buy
6,208
+5,326
+604% +$118K 0.01% 281
2024
Q4 		$19.5K Buy
882
+834
+1,738% +$18.7K ﹤0.01% 345
2024
Q3 		$1.11K Buy
+48
New +$1.09K ﹤0.01% 396
2024
Q2 		– Sell
-3,222
Closed -$71.7K – 386
2024
Q1 		$71.7K Buy
3,222
+450
+16% +$9.99K 0.01% 283
2023
Q4 		$62.3K Sell
2,772
-4,616
-62% -$98.8K 0.01% 272
2023
Q3 		$156K Buy
+7,388
New +$160K 0.02% 224

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 $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 $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 $1.55B AUM 29.02% 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

Howe & Rusling's SCHI Position: Q1 2026 in Review

Howe & Rusling reduced its Schwab 5-10 Year Corporate Bond ETF (SCHI) stake by 16% in Q1 2026, selling an estimated $90.9K and leaving 20,397 shares worth $463K. The position accounts for 0.03% of the portfolio, ranked #190.

Howe & Rusling first reported a position in SCHI in Q3 2023 and has held it in 10 quarters since. The position peaked at $560K in Q4 2025. 257 funds tracked by Wall St. Rank hold SCHI as of Q1 2026.

  • Howe & Rusling held 20,397 shares of Schwab 5-10 Year Corporate Bond ETF worth $463K as of Q1 2026.
  • Howe & Rusling sold 3,965 Schwab 5-10 Year Corporate Bond ETF shares in Q1 2026, an estimated $90.9K.
  • Schwab 5-10 Year Corporate Bond ETF made up 0.03% of Howe & Rusling's portfolio in Q1 2026, its #190 holding.
  • Howe & Rusling first reported a position in Schwab 5-10 Year Corporate Bond ETF in Q3 2023 and has held it in 10 quarters since.
  • Howe & Rusling's Schwab 5-10 Year Corporate Bond ETF position peaked at $560K in Q4 2025.
  • 257 funds tracked by Wall St. Rank held Schwab 5-10 Year Corporate Bond ETF as of Q1 2026.

Based on Howe & Rusling's 13F filing for Q1 2026, filed 28 Apr 2026.