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

Kaizen Financial Strategies’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 		$8.35M Buy
370,730
+2,086
+0.6% +$47.2K 2.71% 10
2026
Q1 		$8.4M Buy
368,644
+20,066
+6% +$460K 3.55% 7
2025
Q4 		$8.01M Buy
348,578
+13,562
+4% +$313K 3.53% 7
2025
Q3 		$7.7M Buy
335,016
+21,712
+7% +$496K 3.48% 7
2025
Q2 		$7.13M Buy
313,304
+8,933
+3% +$199K 3.62% 7
2025
Q1 		$6.84M Buy
304,371
+26,542
+10% +$590K 3.94% 6
2024
Q4 		$6.13M Buy
277,829
+4,591
+2% +$103K 3.47% 7
2024
Q3 		$6.31M Buy
273,238
+12,144
+5% +$275K 3.66% 7
2024
Q2 		$5.85M Buy
261,094
+65,594
+34% +$1.44M 3.65% 7
2024
Q1 		$4.35M Buy
195,500
+69,630
+55% +$1.55M 2.95% 8
2023
Q4 		$2.83M Buy
125,870
+7,012
+6% +$150K 2.14% 15
2023
Q3 		$2.51M Buy
+118,858
New +$2.57M 2.12% 14

Other funds holding SCHI

RIG
RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return
BFG
Bouchey Financial Group Troy, New York $1.55B AUM 29.02% 1-Year Est. Return
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
FA
FF Advisors Manhattan Beach, California $267M AUM 22.35% 1-Year Est. Return
WWM
WT Wealth Management Scottsdale, Arizona $361M AUM 23.03% 1-Year Est. Return
SL
Systelligence LLC Bloomington, Minnesota $599M AUM 24.4% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
BONH
Bank of New Hampshire Laconia, New Hampshire $479M AUM 31.52% 1-Year Est. Return

Kaizen Financial Strategies's SCHI Position: Q2 2026 in Review

Kaizen Financial Strategies increased its Schwab 5-10 Year Corporate Bond ETF (SCHI) stake by 0.57% in Q2 2026, buying an estimated $47.2K and bringing the position to 370,730 shares worth $8.35M. The position accounts for 2.71% of the portfolio, ranked #10.

Kaizen Financial Strategies first reported a position in SCHI in Q3 2023 and has held it in 12 quarters since. The position peaked at $8.4M in Q1 2026. 110 funds tracked by Wall St. Rank hold SCHI as of Q2 2026.

  • Kaizen Financial Strategies held 370,730 shares of Schwab 5-10 Year Corporate Bond ETF worth $8.35M as of Q2 2026.
  • Kaizen Financial Strategies bought 2,086 Schwab 5-10 Year Corporate Bond ETF shares in Q2 2026, an estimated $47.2K.
  • Schwab 5-10 Year Corporate Bond ETF made up 2.71% of Kaizen Financial Strategies's portfolio in Q2 2026, its #10 holding.
  • Kaizen Financial Strategies first reported a position in Schwab 5-10 Year Corporate Bond ETF in Q3 2023 and has held it in 12 quarters since.
  • Kaizen Financial Strategies's Schwab 5-10 Year Corporate Bond ETF position peaked at $8.4M in Q1 2026.
  • 110 funds tracked by Wall St. Rank held Schwab 5-10 Year Corporate Bond ETF as of Q2 2026.

Based on Kaizen Financial Strategies's 13F filing for Q2 2026, filed 30 Jul 2026.