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 Q2	$67.3K	Buy	+2,962	New	+$67.1K	﹤0.01%	2998
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 Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return

RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 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 40.89% 1-Year Est. Return

Jones Financial Companies's SCHI Position: Q2 2026 in Review

Jones Financial Companies opened a new position in Schwab 5-10 Year Corporate Bond ETF (SCHI) in Q2 2026: 2,962 shares worth $67.3K. The stake represents ﹤0.01% of the portfolio and ranks #2998 among its holdings. This is a return to the name: Jones Financial Companies previously reported a position in SCHI as recently as Q4 2025.

Jones Financial Companies first reported a position in SCHI in Q3 2024 and has held it in 5 quarters since. 268 funds tracked by Wall St. Rank hold SCHI as of Q2 2026.

Jones Financial Companies held 2,962 shares of Schwab 5-10 Year Corporate Bond ETF worth $67.3K as of Q2 2026.
Schwab 5-10 Year Corporate Bond ETF was a new Jones Financial Companies position in Q2 2026.
Schwab 5-10 Year Corporate Bond ETF made up ﹤0.01% of Jones Financial Companies's portfolio in Q2 2026, its #2998 holding.
Jones Financial Companies first reported a position in Schwab 5-10 Year Corporate Bond ETF in Q3 2024 and has held it in 5 quarters since.
268 funds tracked by Wall St. Rank held Schwab 5-10 Year Corporate Bond ETF as of Q2 2026.

Based on Jones Financial Companies's 13F filing for Q2 2026, filed 14 Aug 2026.