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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
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

CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return
RIG
RiverFront Investment Group Richmond, Virginia $6.46B AUM 18.45% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
BFG
Bouchey Financial Group Troy, New York $1.36B AUM 13.96% 1-Year Est. Return
PC
Permanens Capital New York $776M AUM 30.08% 1-Year Est. Return
LAM
L2 Asset Management Wayland, Massachusetts $1.05B AUM 29.07% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

MCF Advisors's SCHI Position: Q1 2026 in Review

MCF Advisors increased its Schwab 5-10 Year Corporate Bond ETF (SCHI) stake by 14% in Q1 2026, buying an estimated $4.7K and bringing the position to 1,669 shares worth $37.9K. The position accounts for ﹤0.01% of the portfolio, ranked #665.

MCF Advisors first reported a position in SCHI in Q3 2023 and has held it in 11 quarters since. The position peaked at $60.5K in Q3 2025. 257 funds tracked by Wall St. Rank hold SCHI as of Q1 2026.

  • MCF Advisors held 1,669 shares of Schwab 5-10 Year Corporate Bond ETF worth $37.9K as of Q1 2026.
  • MCF Advisors bought 205 Schwab 5-10 Year Corporate Bond ETF shares in Q1 2026, an estimated $4.7K.
  • Schwab 5-10 Year Corporate Bond ETF made up ﹤0.01% of MCF Advisors's portfolio in Q1 2026, its #665 holding.
  • MCF Advisors first reported a position in Schwab 5-10 Year Corporate Bond ETF in Q3 2023 and has held it in 11 quarters since.
  • MCF Advisors's Schwab 5-10 Year Corporate Bond ETF position peaked at $60.5K in Q3 2025.
  • 257 funds tracked by Wall St. Rank held Schwab 5-10 Year Corporate Bond ETF as of Q1 2026.

Based on MCF Advisors's 13F filing for Q1 2026, filed 11 May 2026.