L2 Asset Management’s Schwab 5-10 Year Corporate Bond ETF SCHI Stock Holding History

L2 Asset 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	$15.1M	Sell	665,705 -647,330	-49%	-$14.7M	1.57%	11
2026 Q1	$29.8M	Buy	1,313,035 +658,403	+101%	+$15.1M	2.83%	3
2025 Q4	$15M	Buy	654,632 +3,539	+0.5%	+$81.6K	2.01%	6
2025 Q3	$15M	Sell	651,093 -708	-0.1%	-$16.2K	2.17%	5
2025 Q2	$14.8M	Buy	651,801 +16,586	+3%	+$370K	2.43%	5
2025 Q1	$14.3M	Buy	635,215 +9,797	+2%	+$218K	2.91%	3
2024 Q4	$13.8M	Buy	+625,418	New	+$14.1M	3%	3

Other funds holding SCHI

CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return

RIG

RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Allstate Corporation Northbrook, Illinois $10B AUM 30.74% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

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

Permanens Capital New York $972M AUM 27.73% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return

L2 Asset Management's SCHI Position: Q2 2026 in Review

L2 Asset Management reduced its Schwab 5-10 Year Corporate Bond ETF (SCHI) stake by 49% in Q2 2026, selling an estimated $14.7M and leaving 665,705 shares worth $15.1M. The position accounts for 1.57% of the portfolio, ranked #11.

L2 Asset Management first reported a position in SCHI in Q4 2024 and has held it in 7 quarters since. The position peaked at $29.8M in Q1 2026. 266 funds tracked by Wall St. Rank hold SCHI as of Q2 2026.

L2 Asset Management held 665,705 shares of Schwab 5-10 Year Corporate Bond ETF worth $15.1M as of Q2 2026.
L2 Asset Management sold 647,330 Schwab 5-10 Year Corporate Bond ETF shares in Q2 2026, an estimated $14.7M.
Schwab 5-10 Year Corporate Bond ETF made up 1.57% of L2 Asset Management's portfolio in Q2 2026, its #11 holding.
L2 Asset Management first reported a position in Schwab 5-10 Year Corporate Bond ETF in Q4 2024 and has held it in 7 quarters since.
L2 Asset Management's Schwab 5-10 Year Corporate Bond ETF position peaked at $29.8M in Q1 2026.
266 funds tracked by Wall St. Rank held Schwab 5-10 Year Corporate Bond ETF as of Q2 2026.

Based on L2 Asset Management's 13F filing for Q2 2026, filed 13 Aug 2026.