J.W. Cole Advisors’s Schwab 5-10 Year Corporate Bond ETF SCHI Stock Holding History

J.W. Cole 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	$385K	Buy	+16,990	New	+$385K	0.01%	1138
2026 Q1	–	Sell	-15,193	Closed	-$198K	–	1356
2025 Q4	$198K	Buy	15,193 +807	+6%	+$18.6K	﹤0.01%	1310
2025 Q3	$332K	Sell	14,386 -5	-0%	-$114	0.01%	1167
2025 Q2	$328K	Buy	+14,391	New	+$321K	0.01%	1098

Other funds holding SCHI

WFA

WestHill Financial Advisors San Rafael, California $587M AUM 20.13% 1-Year Est. Return

CST

Charles Schwab Trust Henderson, Nevada $1.79B AUM 17.47% 1-Year Est. Return

WCFP

White & Co Financial Planning Sunnyside, Washington $161M AUM 18.51% 1-Year Est. Return

WWM

WT Wealth Management Scottsdale, Arizona $361M AUM 23.03% 1-Year Est. Return

Systelligence LLC Bloomington, Minnesota $599M AUM 24.4% 1-Year Est. Return

BONH

Bank of New Hampshire Laconia, New Hampshire $479M AUM 31.52% 1-Year Est. Return

Rational Advisors Huntington, New York $1.09B AUM 11.58% 1-Year Est. Return

Entelevest Coral Gables, Florida $117M AUM

MWM

MFG Wealth Management Indianapolis, Indiana $140M AUM 44.72% 1-Year Est. Return

CNBTD

Citizens National Bank Trust Department Meridian, Mississippi $680M AUM 46.36% 1-Year Est. Return

J.W. Cole Advisors's SCHI Position: Q2 2026 in Review

J.W. Cole Advisors opened a new position in Schwab 5-10 Year Corporate Bond ETF (SCHI) in Q2 2026: 16,990 shares worth $385K. The stake represents 0.01% of the portfolio and ranks #1138 among its holdings. This is a return to the name: J.W. Cole Advisors previously reported a position in SCHI as recently as Q4 2025.

J.W. Cole Advisors first reported a position in SCHI in Q2 2025 and has held it in 4 quarters since. 75 funds tracked by Wall St. Rank hold SCHI as of Q2 2026.

J.W. Cole Advisors held 16,990 shares of Schwab 5-10 Year Corporate Bond ETF worth $385K as of Q2 2026.
Schwab 5-10 Year Corporate Bond ETF was a new J.W. Cole Advisors position in Q2 2026.
Schwab 5-10 Year Corporate Bond ETF made up 0.01% of J.W. Cole Advisors's portfolio in Q2 2026, its #1138 holding.
J.W. Cole Advisors first reported a position in Schwab 5-10 Year Corporate Bond ETF in Q2 2025 and has held it in 4 quarters since.
75 funds tracked by Wall St. Rank held Schwab 5-10 Year Corporate Bond ETF as of Q2 2026.

Based on J.W. Cole Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.