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

MONECO 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	$294K	Sell	12,984 -573	-4%	-$13.1K	0.02%	407
2025 Q4	$311K	Buy	13,557 +88	+0.7%	+$2.03K	0.02%	388
2025 Q3	$311K	Buy	13,469 +68	+0.5%	+$1.55K	0.03%	392
2025 Q2	$305K	Buy	13,401 +67	+0.5%	+$1.5K	0.03%	377
2025 Q1	$299K	Buy	13,334 +39	+0.3%	+$867	0.03%	362
2024 Q4	$293K	Buy	13,295 +93	+0.7%	+$2.09K	0.03%	372
2024 Q3	$305K	Buy	13,202 +64	+0.5%	+$1.45K	0.04%	339
2024 Q2	$290K	Buy	13,138 +24	+0.2%	+$526	0.04%	325
2024 Q1	$292K	Buy	+13,114	New	+$291K	0.05%	320

Other funds holding SCHI

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 Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

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

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 Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

MONECO Advisors's SCHI Position: Q1 2026 in Review

MONECO Advisors reduced its Schwab 5-10 Year Corporate Bond ETF (SCHI) stake by 4.2% in Q1 2026, selling an estimated $13.1K and leaving 12,984 shares worth $294K. The position accounts for 0.02% of the portfolio, ranked #407.

MONECO Advisors first reported a position in SCHI in Q1 2024 and has held it in 9 quarters since. The position peaked at $311K in Q4 2025. 257 funds tracked by Wall St. Rank hold SCHI as of Q1 2026.

MONECO Advisors held 12,984 shares of Schwab 5-10 Year Corporate Bond ETF worth $294K as of Q1 2026.
MONECO Advisors sold 573 Schwab 5-10 Year Corporate Bond ETF shares in Q1 2026, an estimated $13.1K.
Schwab 5-10 Year Corporate Bond ETF made up 0.02% of MONECO Advisors's portfolio in Q1 2026, its #407 holding.
MONECO Advisors first reported a position in Schwab 5-10 Year Corporate Bond ETF in Q1 2024 and has held it in 9 quarters since.
MONECO Advisors's Schwab 5-10 Year Corporate Bond ETF position peaked at $311K in Q4 2025.
257 funds tracked by Wall St. Rank held Schwab 5-10 Year Corporate Bond ETF as of Q1 2026.

Based on MONECO Advisors's 13F filing for Q1 2026, filed 8 May 2026.