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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
Q2 		– Sell
-20,397
Closed -$463K – 514
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 $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
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
AC
Allstate Corporation Northbrook, Illinois $10B AUM 30.74% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Royal Bank of Canada
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
PC
Permanens Capital New York $972M AUM 27.73% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

Howe & Rusling's SCHI Position: Q2 2026 in Review

Howe & Rusling sold out of Schwab 5-10 Year Corporate Bond ETF (SCHI) in Q2 2026, closing a stake of 20,397 shares — an estimated $463K sold.

Howe & Rusling first reported a position in SCHI in Q3 2023 and held it in 10 quarters. The position peaked at $560K in Q4 2025. 267 funds tracked by Wall St. Rank hold SCHI as of Q2 2026.

  • Howe & Rusling reported no remaining Schwab 5-10 Year Corporate Bond ETF position as of Q2 2026 after selling out during the quarter.
  • Howe & Rusling sold 20,397 Schwab 5-10 Year Corporate Bond ETF shares in Q2 2026, an estimated $463K.
  • Howe & Rusling first reported a position in Schwab 5-10 Year Corporate Bond ETF in Q3 2023 and held it in 10 quarters.
  • Howe & Rusling's Schwab 5-10 Year Corporate Bond ETF position peaked at $560K in Q4 2025.
  • 267 funds tracked by Wall St. Rank held Schwab 5-10 Year Corporate Bond ETF as of Q2 2026.

Based on Howe & Rusling's 13F filing for Q2 2026, filed 10 Aug 2026.