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Independent Advisor Alliance’s Schwab 5-10 Year Corporate Bond ETF SCHI Stock Holding History

Independent Advisor Alliance’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 		$213K Sell
9,424
-3,443
-27% -$78K 0.01% 954
2026
Q1 		$292K Buy
12,867
+3,443
+37% +$79K ﹤0.01% 1329
2025
Q4 		$216K Buy
+9,424
New +$217K 0.01% 912
2025
Q1 		– Sell
-12,596
Closed -$278K – 1265
2024
Q4 		$278K Buy
+12,596
New +$283K ﹤0.01% 1163

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

Independent Advisor Alliance's SCHI Position: Q2 2026 in Review

Independent Advisor Alliance reduced its Schwab 5-10 Year Corporate Bond ETF (SCHI) stake by 27% in Q2 2026, selling an estimated $78K and leaving 9,424 shares worth $213K. The position accounts for 0.01% of the portfolio, ranked #954.

Independent Advisor Alliance first reported a position in SCHI in Q4 2024 and has held it in 4 quarters since. The position peaked at $292K in Q1 2026. 267 funds tracked by Wall St. Rank hold SCHI as of Q2 2026.

  • Independent Advisor Alliance held 9,424 shares of Schwab 5-10 Year Corporate Bond ETF worth $213K as of Q2 2026.
  • Independent Advisor Alliance sold 3,443 Schwab 5-10 Year Corporate Bond ETF shares in Q2 2026, an estimated $78K.
  • Schwab 5-10 Year Corporate Bond ETF made up 0.01% of Independent Advisor Alliance's portfolio in Q2 2026, its #954 holding.
  • Independent Advisor Alliance first reported a position in Schwab 5-10 Year Corporate Bond ETF in Q4 2024 and has held it in 4 quarters since.
  • Independent Advisor Alliance's Schwab 5-10 Year Corporate Bond ETF position peaked at $292K in Q1 2026.
  • 267 funds tracked by Wall St. Rank held Schwab 5-10 Year Corporate Bond ETF as of Q2 2026.

Based on Independent Advisor Alliance's 13F filing for Q2 2026, filed 12 Aug 2026.