KAS
SCHI icon

Kestra Advisory Services’s Schwab 5-10 Year Corporate Bond ETF SCHI Stock Holding History

Kestra Advisory Services’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 		$6.92M Buy
305,466
+252,454
+476% +$5.72M 0.02% 672
2026
Q1 		$1.2M Buy
53,012
+14,512
+38% +$333K ﹤0.01% 1602
2025
Q4 		$884K Buy
38,500
+11,850
+44% +$273K ﹤0.01% 1749
2025
Q3 		$615K Buy
+26,650
New +$608K ﹤0.01% 1918
2025
Q1 		– Sell
-26,444
Closed -$584K – 2882
2024
Q4 		$584K Sell
26,444
-1,044
-4% -$23.5K ﹤0.01% 1773
2024
Q3 		$634K Sell
27,488
-330
-1% -$7.48K ﹤0.01% 1614
2024
Q2 		$564K Buy
+27,818
New +$610K ﹤0.01% 1700

Other funds holding SCHI

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
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
BONH
Bank of New Hampshire Laconia, New Hampshire $479M AUM 31.52% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
PC
Prairiewood Capital Fargo, North Dakota $386M AUM 17.99% 1-Year Est. Return
SF
Seek First Campbell, California $158M AUM 38.46% 1-Year Est. Return

Kestra Advisory Services's SCHI Position: Q2 2026 in Review

Kestra Advisory Services increased its Schwab 5-10 Year Corporate Bond ETF (SCHI) stake by 476% in Q2 2026, buying an estimated $5.72M and bringing the position to 305,466 shares worth $6.92M. The position accounts for 0.02% of the portfolio, ranked #672.

Kestra Advisory Services first reported a position in SCHI in Q2 2024 and has held it in 7 quarters since. 95 funds tracked by Wall St. Rank hold SCHI as of Q2 2026.

  • Kestra Advisory Services held 305,466 shares of Schwab 5-10 Year Corporate Bond ETF worth $6.92M as of Q2 2026.
  • Kestra Advisory Services bought 252,454 Schwab 5-10 Year Corporate Bond ETF shares in Q2 2026, an estimated $5.72M.
  • Schwab 5-10 Year Corporate Bond ETF made up 0.02% of Kestra Advisory Services's portfolio in Q2 2026, its #672 holding.
  • Kestra Advisory Services first reported a position in Schwab 5-10 Year Corporate Bond ETF in Q2 2024 and has held it in 7 quarters since.
  • 95 funds tracked by Wall St. Rank held Schwab 5-10 Year Corporate Bond ETF as of Q2 2026.

Based on Kestra Advisory Services's 13F filing for Q2 2026, filed 28 Jul 2026.