LPL Financial
SCHI icon

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

LPL Financial’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 		$11.8M Buy
521,044
+23,623
+5% +$535K ﹤0.01% 1983
2026
Q1 		$11.3M Sell
497,421
-30,088
-6% -$690K ﹤0.01% 1892
2025
Q4 		$12.1M Buy
527,509
+103,829
+25% +$2.39M ﹤0.01% 1764
2025
Q3 		$9.78M Buy
423,680
+56,343
+15% +$1.29M ﹤0.01% 1886
2025
Q2 		$8.36M Buy
367,337
+52,784
+17% +$1.18M ﹤0.01% 1887
2025
Q1 		$7.06M Buy
314,553
+75,466
+32% +$1.68M ﹤0.01% 1864
2024
Q4 		$5.28M Buy
239,087
+67,367
+39% +$1.51M ﹤0.01% 2045
2024
Q3 		$3.96M Buy
171,720
+44,952
+35% +$1.02M ﹤0.01% 2171
2024
Q2 		$2.8M Buy
126,768
+23,474
+23% +$515K ﹤0.01% 2323
2024
Q1 		$2.3M Buy
103,294
+74,998
+265% +$1.67M ﹤0.01% 2424
2023
Q4 		$636K Buy
28,296
+14,274
+102% +$306K ﹤0.01% 3462
2023
Q3 		$296K Buy
+14,022
New +$303K ﹤0.01% 3935
2022
Q1 		– Sell
-13,920
Closed -$360K – 4363
2021
Q4 		$360K Buy
13,920
+114
+0.8% +$2.95K ﹤0.01% 3557
2021
Q3 		$360K Buy
13,806
+50
+0.4% +$1.32K ﹤0.01% 3500
2021
Q2 		$362K Buy
13,756
+5,852
+74% +$152K ﹤0.01% 3439
2021
Q1 		$203K Buy
+7,904
New +$208K ﹤0.01% 3758

Other funds holding SCHI

CAPTRUST Financial Advisors
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
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

LPL Financial's SCHI Position: Q2 2026 in Review

LPL Financial increased its Schwab 5-10 Year Corporate Bond ETF (SCHI) stake by 4.7% in Q2 2026, buying an estimated $535K and bringing the position to 521,044 shares worth $11.8M. The position accounts for ﹤0.01% of the portfolio, ranked #1983.

LPL Financial first reported a position in SCHI in Q1 2021 and has held it in 16 quarters since. The position peaked at $12.1M in Q4 2025. 266 funds tracked by Wall St. Rank hold SCHI as of Q2 2026.

  • LPL Financial held 521,044 shares of Schwab 5-10 Year Corporate Bond ETF worth $11.8M as of Q2 2026.
  • LPL Financial bought 23,623 Schwab 5-10 Year Corporate Bond ETF shares in Q2 2026, an estimated $535K.
  • Schwab 5-10 Year Corporate Bond ETF made up ﹤0.01% of LPL Financial's portfolio in Q2 2026, its #1983 holding.
  • LPL Financial first reported a position in Schwab 5-10 Year Corporate Bond ETF in Q1 2021 and has held it in 16 quarters since.
  • LPL Financial's Schwab 5-10 Year Corporate Bond ETF position peaked at $12.1M in Q4 2025.
  • 266 funds tracked by Wall St. Rank held Schwab 5-10 Year Corporate Bond ETF as of Q2 2026.

Based on LPL Financial's 13F filing for Q2 2026, filed 7 Aug 2026.