Larson Financial Group’s Schwab 5-10 Year Corporate Bond ETF SCHI Stock Holding History

Larson Financial Group’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	$98.4K	Buy	4,345 +2,315	+114%	+$52.4K	﹤0.01%	1198
2026 Q1	$46K	Sell	2,030 -1,389	-41%	-$31.9K	﹤0.01%	1405
2025 Q4	$78.5K	Sell	3,419 -2,096	-38%	-$48.3K	﹤0.01%	1023
2025 Q3	$127K	Sell	5,515 -15,351	-74%	-$350K	﹤0.01%	816
2025 Q2	$475K	Buy	20,866 +10,776	+107%	+$240K	0.02%	444
2025 Q1	$227K	Sell	10,090 -1,950	-16%	-$43.4K	0.01%	605
2024 Q4	$266K	Buy	12,040 +5,920	+97%	+$133K	0.01%	502
2024 Q3	$141K	Buy	6,120 +3,198	+109%	+$72.5K	0.01%	655
2024 Q2	$64.4K	Buy	2,922 +2,720	+1,347%	+$59.6K	﹤0.01%	749
2024 Q1	$4.49K	Buy	+202	New	+$4.49K	﹤0.01%	1219
2023 Q4	–	Sell	-1,434	Closed	-$30.3K	–	1893
2023 Q3	$30.3K	Buy	+1,434	New	+$31K	﹤0.01%	726

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

Larson Financial Group's SCHI Position: Q2 2026 in Review

Larson Financial Group increased its Schwab 5-10 Year Corporate Bond ETF (SCHI) stake by 114% in Q2 2026, buying an estimated $52.4K and bringing the position to 4,345 shares worth $98.4K. The position accounts for ﹤0.01% of the portfolio, ranked #1198.

Larson Financial Group first reported a position in SCHI in Q3 2023 and has held it in 11 quarters since. The position peaked at $475K in Q2 2025. 265 funds tracked by Wall St. Rank hold SCHI as of Q2 2026.

Larson Financial Group held 4,345 shares of Schwab 5-10 Year Corporate Bond ETF worth $98.4K as of Q2 2026.
Larson Financial Group bought 2,315 Schwab 5-10 Year Corporate Bond ETF shares in Q2 2026, an estimated $52.4K.
Schwab 5-10 Year Corporate Bond ETF made up ﹤0.01% of Larson Financial Group's portfolio in Q2 2026, its #1198 holding.
Larson Financial Group first reported a position in Schwab 5-10 Year Corporate Bond ETF in Q3 2023 and has held it in 11 quarters since.
Larson Financial Group's Schwab 5-10 Year Corporate Bond ETF position peaked at $475K in Q2 2025.
265 funds tracked by Wall St. Rank held Schwab 5-10 Year Corporate Bond ETF as of Q2 2026.

Based on Larson Financial Group's 13F filing for Q2 2026, filed 14 Aug 2026.