MML Investors Services’s Schwab 5-10 Year Corporate Bond ETF SCHI Stock Holding History

MML Investors Services’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	$2.84M	Buy	125,541 +41,940	+50%	+$950K	0.01%	1323
2026 Q1	$1.9M	Sell	83,601 -31,046	-27%	-$712K	0.01%	1353
2025 Q4	$2.63M	Buy	114,647 +5,988	+6%	+$138K	0.01%	1230
2025 Q3	$2.51M	Buy	108,659 +95,532	+728%	+$2.18M	0.01%	1195
2025 Q2	$299K	Buy	13,127 +2,316	+21%	+$51.7K	﹤0.01%	2431
2025 Q1	$243K	Sell	10,811 -635	-6%	-$14.1K	﹤0.01%	2425
2024 Q4	$253K	Buy	+11,446	New	+$257K	﹤0.01%	2366
2024 Q2	–	Sell	-11,608	Closed	-$258K	–	2558
2024 Q1	$258K	Buy	+11,608	New	+$258K	﹤0.01%	2209
2023 Q4	–	Sell	-94,362	Closed	-$1.99M	–	2501
2023 Q3	$1.99M	Buy	94,362 +28,342	+43%	+$613K	0.01%	907
2023 Q2	$1.45M	Buy	+66,020	New	+$1.46M	0.01%	1044
2021 Q4	–	Sell	-7,948	Closed	-$207K	–	2062
2021 Q3	$207K	Sell	7,948 -4,804	-38%	-$127K	﹤0.01%	1847
2021 Q2	$335K	Sell	12,752 -53,824	-81%	-$1.4M	﹤0.01%	1545
2021 Q1	$1.71M	Buy	+66,576	New	+$1.75M	0.02%	707

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

MML Investors Services's SCHI Position: Q2 2026 in Review

MML Investors Services increased its Schwab 5-10 Year Corporate Bond ETF (SCHI) stake by 50% in Q2 2026, buying an estimated $950K and bringing the position to 125,541 shares worth $2.84M. The position accounts for 0.01% of the portfolio, ranked #1323.

MML Investors Services first reported a position in SCHI in Q1 2021 and has held it in 13 quarters since. 266 funds tracked by Wall St. Rank hold SCHI as of Q2 2026.

MML Investors Services held 125,541 shares of Schwab 5-10 Year Corporate Bond ETF worth $2.84M as of Q2 2026.
MML Investors Services bought 41,940 Schwab 5-10 Year Corporate Bond ETF shares in Q2 2026, an estimated $950K.
Schwab 5-10 Year Corporate Bond ETF made up 0.01% of MML Investors Services's portfolio in Q2 2026, its #1323 holding.
MML Investors Services first reported a position in Schwab 5-10 Year Corporate Bond ETF in Q1 2021 and has held it in 13 quarters since.
266 funds tracked by Wall St. Rank held Schwab 5-10 Year Corporate Bond ETF as of Q2 2026.

Based on MML Investors Services's 13F filing for Q2 2026, filed 7 Aug 2026.