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

Integral Investment 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	$1.77M	Buy	78,315 +11,050	+16%	+$250K	0.39%	47
2026 Q1	$1.53M	Sell	67,265 -16	-0%	-$367	0.38%	55
2025 Q4	$1.55M	Buy	67,281 +13,332	+25%	+$307K	0.38%	60
2025 Q3	$1.25M	Buy	53,949 +4,790	+10%	+$109K	0.34%	61
2025 Q2	$1.12M	Sell	49,159 -86	-0.2%	-$1.92K	0.32%	60
2025 Q1	$1.11M	Buy	49,245 +5,288	+12%	+$118K	0.35%	55
2024 Q4	$970K	Buy	43,957 +11,611	+36%	+$261K	0.31%	65
2024 Q3	$747K	Buy	32,346 +12,592	+64%	+$285K	0.25%	75
2024 Q2	$437K	Sell	19,754 -3,036	-13%	-$66.6K	0.16%	99
2024 Q1	$508K	Buy	+22,790	New	+$506K	0.21%	85

Other funds holding SCHI

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 Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Allstate Corporation Northbrook, Illinois $10B AUM 30.74% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

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

Permanens Capital New York $972M AUM 27.73% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return

Integral Investment Advisors's SCHI Position: Q2 2026 in Review

Integral Investment Advisors increased its Schwab 5-10 Year Corporate Bond ETF (SCHI) stake by 16% in Q2 2026, buying an estimated $250K and bringing the position to 78,315 shares worth $1.77M. The position accounts for 0.39% of the portfolio, ranked #47.

Integral Investment Advisors first reported a position in SCHI in Q1 2024 and has held it in 10 quarters since. 265 funds tracked by Wall St. Rank hold SCHI as of Q2 2026.

Integral Investment Advisors held 78,315 shares of Schwab 5-10 Year Corporate Bond ETF worth $1.77M as of Q2 2026.
Integral Investment Advisors bought 11,050 Schwab 5-10 Year Corporate Bond ETF shares in Q2 2026, an estimated $250K.
Schwab 5-10 Year Corporate Bond ETF made up 0.39% of Integral Investment Advisors's portfolio in Q2 2026, its #47 holding.
Integral Investment Advisors first reported a position in Schwab 5-10 Year Corporate Bond ETF in Q1 2024 and has held it in 10 quarters since.
265 funds tracked by Wall St. Rank held Schwab 5-10 Year Corporate Bond ETF as of Q2 2026.

Based on Integral Investment Advisors's 13F filing for Q2 2026, filed 7 Jul 2026.