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IFP Advisors’s Schwab 5-10 Year Corporate Bond ETF SCHI Stock Holding History

IFP Advisors’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 		$702K Buy
30,987
+9,512
+44% +$215K 0.01% 898
2026
Q1 		$487K Sell
21,475
-8,604
-29% -$197K 0.01% 968
2025
Q4 		$691K Buy
30,079
+15,002
+100% +$346K 0.02% 802
2025
Q3 		$348K Buy
15,077
+4,166
+38% +$95.1K 0.01% 1014
2025
Q2 		$248K Buy
10,911
+3,784
+53% +$84.4K 0.01% 1166
2025
Q1 		$160K Buy
7,127
+3,804
+114% +$84.6K ﹤0.01% 1279
2024
Q4 		$73.3K Sell
3,323
-17,379
-84% -$390K ﹤0.01% 1632
2024
Q3 		$478K Buy
20,702
+17,332
+514% +$393K 0.02% 713
2024
Q2 		$74.3K Buy
3,370
+3,018
+857% +$66.2K ﹤0.01% 1492
2024
Q1 		$7.83K Sell
352
-508
-59% -$11.3K ﹤0.01% 2322
2023
Q4 		$19.3K Buy
860
+530
+161% +$11.3K ﹤0.01% 1930
2023
Q3 		$6.96K Sell
330
-512
-61% -$11.1K ﹤0.01% 2401
2023
Q2 		$18.5K Buy
842
+390
+86% +$8.64K ﹤0.01% 2044
2023
Q1 		$11.3K Hold
452
– – ﹤0.01% 2240
2022
Q4 		$11K Sell
452
-2
-0.4% -$43 ﹤0.01% 3339
2022
Q3 		$13K Sell
454
-2
-0.4% -$45 ﹤0.01% 3470
2022
Q2 		$12K Hold
456
– – ﹤0.01% 3270
2022
Q1 		$12K Buy
456
+262
+135% +$6.47K ﹤0.01% 3270
2021
Q4 		$5K Buy
194
+128
+194% +$3.31K ﹤0.01% 2509
2021
Q3 		$2K Sell
66
-374
-85% -$9.87K ﹤0.01% 2895
2021
Q2 		$12K Sell
440
-4,172
-90% -$108K ﹤0.01% 2152
2021
Q1 		$119K Buy
+4,612
New +$121K ﹤0.01% 1092

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 40.91% 1-Year Est. Return

IFP Advisors's SCHI Position: Q2 2026 in Review

IFP Advisors increased its Schwab 5-10 Year Corporate Bond ETF (SCHI) stake by 44% in Q2 2026, buying an estimated $215K and bringing the position to 30,987 shares worth $702K. The position accounts for 0.01% of the portfolio, ranked #898.

IFP Advisors first reported a position in SCHI in Q1 2021 and has held it in 22 quarters since. 265 funds tracked by Wall St. Rank hold SCHI as of Q2 2026.

  • IFP Advisors held 30,987 shares of Schwab 5-10 Year Corporate Bond ETF worth $702K as of Q2 2026.
  • IFP Advisors bought 9,512 Schwab 5-10 Year Corporate Bond ETF shares in Q2 2026, an estimated $215K.
  • Schwab 5-10 Year Corporate Bond ETF made up 0.01% of IFP Advisors's portfolio in Q2 2026, its #898 holding.
  • IFP Advisors first reported a position in Schwab 5-10 Year Corporate Bond ETF in Q1 2021 and has held it in 22 quarters since.
  • 265 funds tracked by Wall St. Rank held Schwab 5-10 Year Corporate Bond ETF as of Q2 2026.

Based on IFP Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.