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Key Capital Management’s Schwab 5-10 Year Corporate Bond ETF SCHI Stock Holding History

Key Capital Management’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 		– Sell
-249
Closed -$5.65K – 796
2026
Q1 		$5.65K Buy
+249
New +$5.71K ﹤0.01% 366

Other funds holding SCHI

RIG
RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
BFG
Bouchey Financial Group Troy, New York $1.55B AUM 29.02% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 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
VST
Van Strum & Towne San Francisco, California $367M AUM 19.6% 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

Key Capital Management's SCHI Position: Q2 2026 in Review

Key Capital Management sold out of Schwab 5-10 Year Corporate Bond ETF (SCHI) in Q2 2026, closing a stake of 249 shares — an estimated $5.65K sold.

Key Capital Management first reported a position in SCHI in Q1 2026 and held it in 1 quarter. The position peaked at $5.65K in Q1 2026. 149 funds tracked by Wall St. Rank hold SCHI as of Q2 2026.

  • Key Capital Management reported no remaining Schwab 5-10 Year Corporate Bond ETF position as of Q2 2026 after selling out during the quarter.
  • Key Capital Management sold 249 Schwab 5-10 Year Corporate Bond ETF shares in Q2 2026, an estimated $5.65K.
  • Key Capital Management first reported a position in Schwab 5-10 Year Corporate Bond ETF in Q1 2026 and held it in 1 quarter.
  • Key Capital Management's Schwab 5-10 Year Corporate Bond ETF position peaked at $5.65K in Q1 2026.
  • 149 funds tracked by Wall St. Rank held Schwab 5-10 Year Corporate Bond ETF as of Q2 2026.

Based on Key Capital Management's 13F filing for Q2 2026, filed 28 Jul 2026.