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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
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

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 40.89% 1-Year Est. Return

MCF Advisors's SCHI Position: Q2 2026 in Review

MCF Advisors reduced its Schwab 5-10 Year Corporate Bond ETF (SCHI) stake by 6.5% in Q2 2026, selling an estimated $2.45K and leaving 1,561 shares worth $35.3K. The position accounts for ﹤0.01% of the portfolio, ranked #761.

MCF Advisors first reported a position in SCHI in Q3 2023 and has held it in 12 quarters since. The position peaked at $60.5K in Q3 2025. 267 funds tracked by Wall St. Rank hold SCHI as of Q2 2026.

  • MCF Advisors held 1,561 shares of Schwab 5-10 Year Corporate Bond ETF worth $35.3K as of Q2 2026.
  • MCF Advisors sold 108 Schwab 5-10 Year Corporate Bond ETF shares in Q2 2026, an estimated $2.45K.
  • Schwab 5-10 Year Corporate Bond ETF made up ﹤0.01% of MCF Advisors's portfolio in Q2 2026, its #761 holding.
  • MCF Advisors first reported a position in Schwab 5-10 Year Corporate Bond ETF in Q3 2023 and has held it in 12 quarters since.
  • MCF Advisors's Schwab 5-10 Year Corporate Bond ETF position peaked at $60.5K in Q3 2025.
  • 267 funds tracked by Wall St. Rank held Schwab 5-10 Year Corporate Bond ETF as of Q2 2026.

Based on MCF Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.