MCF Advisors
SCHI icon

MCF Advisors’s Schwab 5-10 Year Corporate Bond ETF SCHI Stock Holding History

MCF Advisors’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
Q3 		– Sell
-1,561
Closed -$35.3K – 1142
2026
Q2 		$35.3K Sell
1,561
-108
-6% -$2.45K ﹤0.01% 761
2026
Q1 		$37.9K Buy
1,669
+205
+14% +$4.7K ﹤0.01% 665
2025
Q4 		$33.6K Sell
1,464
-1,159
-44% -$26.7K ﹤0.01% 583
2025
Q3 		$60.5K Buy
2,623
+1,267
+93% +$28.9K ﹤0.01% 395
2025
Q2 		$30.9K Hold
1,356
– – ﹤0.01% 479
2025
Q1 		$30.5K Hold
1,356
– – ﹤0.01% 477
2024
Q4 		$29.9K Hold
1,356
– – ﹤0.01% 479
2024
Q3 		$31.3K Buy
1,356
+192
+16% +$4.35K ﹤0.01% 465
2024
Q2 		$25.7K Hold
1,164
– – ﹤0.01% 487
2024
Q1 		$25.9K Hold
1,164
– – ﹤0.01% 486
2023
Q4 		$26.2K Hold
1,164
– – ﹤0.01% 465
2023
Q3 		$24.6K Buy
+1,164
New +$25.2K ﹤0.01% 456

Other funds holding SCHI

WestHill Financial Advisors
WestHill Financial Advisors San Rafael, California $597M AUM 13.09% 1-Year Est. Return
White & Co Financial Planning
White & Co Financial Planning Sunnyside, Washington $151M AUM 8.16% 1-Year Est. Return
BCG
BRIA Capital Group Wesley Chapel, Florida $147M AUM 19.54% 1-Year Est. Return
FA
FF Advisors Manhattan Beach, California $273M AUM 14.87% 1-Year Est. Return
Charles Schwab Trust
Charles Schwab Trust Henderson, Nevada $1.73B AUM 11.35% 1-Year Est. Return
Kaizen Financial Strategies
Kaizen Financial Strategies Campbell, California $254M AUM 28.38% 1-Year Est. Return
Bank of New Hampshire
Bank of New Hampshire Laconia, New Hampshire $463M AUM 23.57% 1-Year Est. Return
Bestgate Wealth Advisors
Bestgate Wealth Advisors Frederick, Maryland $158M AUM 16.38% 1-Year Est. Return
Prairiewood Capital
Prairiewood Capital Fargo, North Dakota $396M AUM 9.38% 1-Year Est. Return
Wealth Forward LLC
Wealth Forward LLC Fargo, North Dakota $221M AUM 10.49% 1-Year Est. Return

MCF Advisors's SCHI Position: Q3 2026 in Review

MCF Advisors sold out of Schwab 5-10 Year Corporate Bond ETF (SCHI) in Q3 2026, closing a stake of 1,561 shares — an estimated $35.3K sold.

MCF Advisors first reported a position in SCHI in Q3 2023 and held it in 12 quarters. The position peaked at $60.5K in Q3 2025. 106 funds tracked by Wall St. Rank hold SCHI as of Q3 2026.

  • MCF Advisors reported no remaining Schwab 5-10 Year Corporate Bond ETF position as of Q3 2026 after selling out during the quarter.
  • MCF Advisors sold 1,561 Schwab 5-10 Year Corporate Bond ETF shares in Q3 2026, an estimated $35.3K.
  • MCF Advisors first reported a position in Schwab 5-10 Year Corporate Bond ETF in Q3 2023 and held it in 12 quarters.
  • MCF Advisors's Schwab 5-10 Year Corporate Bond ETF position peaked at $60.5K in Q3 2025.
  • 106 funds tracked by Wall St. Rank held Schwab 5-10 Year Corporate Bond ETF as of Q3 2026.

Based on MCF Advisors's 13F filing for Q3 2026, filed 28 Oct 2026.