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

Joule Financial’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	$573K	Hold	25,325	–	–	0.16%	57
2026 Q1	$574K	Hold	25,325	–	–	0.17%	58
2025 Q4	$582K	Hold	25,325	–	–	0.17%	54
2025 Q3	$585K	Hold	25,325	–	–	0.18%	58
2025 Q2	$576K	Hold	25,325	–	–	0.19%	61
2025 Q1	$569K	Sell	25,325 -257	-1%	-$5.71K	0.2%	56
2024 Q4	$565K	Hold	25,582	–	–	0.2%	54
2024 Q3	$590K	Buy	25,582 +568	+2%	+$12.9K	0.21%	53
2024 Q2	$552K	Hold	25,014	–	–	0.22%	51
2024 Q1	$556K	Hold	25,014	–	–	0.23%	47
2023 Q4	$562K	Buy	+25,014	New	+$536K	0.26%	49

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

Joule Financial's SCHI Position: Q2 2026 in Review

Joule Financial held its Schwab 5-10 Year Corporate Bond ETF (SCHI) position steady in Q2 2026 at 25,325 shares worth $573K. The position accounts for 0.16% of the portfolio, ranked #57.

Joule Financial first reported a position in SCHI in Q4 2023 and has held it in 11 quarters since. The position peaked at $590K in Q3 2024. 75 funds tracked by Wall St. Rank hold SCHI as of Q2 2026.

Joule Financial held 25,325 shares of Schwab 5-10 Year Corporate Bond ETF worth $573K as of Q2 2026.
Joule Financial left its Schwab 5-10 Year Corporate Bond ETF share count unchanged in Q2 2026.
Schwab 5-10 Year Corporate Bond ETF made up 0.16% of Joule Financial's portfolio in Q2 2026, its #57 holding.
Joule Financial first reported a position in Schwab 5-10 Year Corporate Bond ETF in Q4 2023 and has held it in 11 quarters since.
Joule Financial's Schwab 5-10 Year Corporate Bond ETF position peaked at $590K in Q3 2024.
75 funds tracked by Wall St. Rank held Schwab 5-10 Year Corporate Bond ETF as of Q2 2026.

Based on Joule Financial's 13F filing for Q2 2026, filed 15 Jul 2026.