Jones Financial Companies
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Jones Financial Companies’s Schwab 5-10 Year Corporate Bond ETF SCHI Stock Holding History

Jones Financial Companies’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
Q1 		– Sell
-802
Closed -$18.4K – 4895
2025
Q4 		$18.4K Sell
802
-490
-38% -$11.3K ﹤0.01% 2964
2025
Q3 		$29.8K Buy
1,292
+218
+20% +$4.98K ﹤0.01% 2591
2025
Q2 		$24.3K Buy
+1,074
New +$24K ﹤0.01% 2507
2024
Q4 		– Sell
-234
Closed -$5.41K – 3491
2024
Q3 		$5.41K Buy
+234
New +$5.3K ﹤0.01% 2421

Other funds holding SCHI

CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return
RIG
RiverFront Investment Group Richmond, Virginia $6.46B AUM 18.45% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
BFG
Bouchey Financial Group Troy, New York $1.36B AUM 13.96% 1-Year Est. Return
PC
Permanens Capital New York $776M AUM 30.08% 1-Year Est. Return
LAM
L2 Asset Management Wayland, Massachusetts $1.05B AUM 29.07% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Jones Financial Companies's SCHI Position: Q1 2026 in Review

Jones Financial Companies sold out of Schwab 5-10 Year Corporate Bond ETF (SCHI) in Q1 2026, closing a stake of 802 shares — an estimated $18.4K sold.

Jones Financial Companies first reported a position in SCHI in Q3 2024 and held it in 4 quarters. The position peaked at $29.8K in Q3 2025. 257 funds tracked by Wall St. Rank hold SCHI as of Q1 2026.

  • Jones Financial Companies reported no remaining Schwab 5-10 Year Corporate Bond ETF position as of Q1 2026 after selling out during the quarter.
  • Jones Financial Companies sold 802 Schwab 5-10 Year Corporate Bond ETF shares in Q1 2026, an estimated $18.4K.
  • Jones Financial Companies first reported a position in Schwab 5-10 Year Corporate Bond ETF in Q3 2024 and held it in 4 quarters.
  • Jones Financial Companies's Schwab 5-10 Year Corporate Bond ETF position peaked at $29.8K in Q3 2025.
  • 257 funds tracked by Wall St. Rank held Schwab 5-10 Year Corporate Bond ETF as of Q1 2026.

Based on Jones Financial Companies's 13F filing for Q1 2026, filed 15 May 2026.