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Kozak & Associates’s Schwab 5-10 Year Corporate Bond ETF SCHI Stock Holding History

Kozak & Associates’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
-793
Closed -$18K – 444
2026
Q1 		$18.1K Buy
+793
New +$18.2K ﹤0.01% 211

Other funds holding SCHI

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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
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
AC
Allstate Corporation Northbrook, Illinois $10B AUM 30.74% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Royal Bank of Canada
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
PC
Permanens Capital New York $972M AUM 27.73% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return

Kozak & Associates's SCHI Position: Q2 2026 in Review

Kozak & Associates sold out of Schwab 5-10 Year Corporate Bond ETF (SCHI) in Q2 2026, closing a stake of 793 shares — an estimated $18K sold.

Kozak & Associates first reported a position in SCHI in Q1 2026 and held it in 1 quarter. The position peaked at $18.1K in Q1 2026. 265 funds tracked by Wall St. Rank hold SCHI as of Q2 2026.

  • Kozak & Associates reported no remaining Schwab 5-10 Year Corporate Bond ETF position as of Q2 2026 after selling out during the quarter.
  • Kozak & Associates sold 793 Schwab 5-10 Year Corporate Bond ETF shares in Q2 2026, an estimated $18K.
  • Kozak & Associates first reported a position in Schwab 5-10 Year Corporate Bond ETF in Q1 2026 and held it in 1 quarter.
  • Kozak & Associates's Schwab 5-10 Year Corporate Bond ETF position peaked at $18.1K in Q1 2026.
  • 265 funds tracked by Wall St. Rank held Schwab 5-10 Year Corporate Bond ETF as of Q2 2026.

Based on Kozak & Associates's 13F filing for Q2 2026, filed 2 Jul 2026.