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 Q3	$281K	Buy	13,110 +65	+0.5%	+$1.44K	0.02%	506
2026 Q2	$295K	Buy	13,045 +61	+0.5%	+$1.38K	0.02%	477
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 $67.2B AUM 18.61% 1-Year Est. Return

RiverFront Investment Group Richmond, Virginia $8.06B AUM 17.38% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

Bouchey Financial Group Troy, New York $1.59B AUM 23.53% 1-Year Est. Return

WestHill Financial Advisors San Rafael, California $597M AUM 13.09% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $52.3B AUM 19.7% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $121B AUM 21.47% 1-Year Est. Return

White & Co Financial Planning Sunnyside, Washington $151M AUM 8.16% 1-Year Est. Return

Ogorek Anthony Joseph Williamsville, New York $403M AUM 15.31% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

MONECO Advisors's SCHI Position: Q3 2026 in Review

MONECO Advisors increased its Schwab 5-10 Year Corporate Bond ETF (SCHI) stake by 0.5% in Q3 2026, buying an estimated $1.44K and bringing the position to 13,110 shares worth $281K. The position accounts for 0.02% of the portfolio, ranked #506.

MONECO Advisors first reported a position in SCHI in Q1 2024 and has held it in 11 quarters since. The position peaked at $311K in Q4 2025. 242 funds tracked by Wall St. Rank hold SCHI as of Q3 2026.

MONECO Advisors held 13,110 shares of Schwab 5-10 Year Corporate Bond ETF worth $281K as of Q3 2026.
MONECO Advisors bought 65 Schwab 5-10 Year Corporate Bond ETF shares in Q3 2026, an estimated $1.44K.
Schwab 5-10 Year Corporate Bond ETF made up 0.02% of MONECO Advisors's portfolio in Q3 2026, its #506 holding.
MONECO Advisors first reported a position in Schwab 5-10 Year Corporate Bond ETF in Q1 2024 and has held it in 11 quarters since.
MONECO Advisors's Schwab 5-10 Year Corporate Bond ETF position peaked at $311K in Q4 2025.
242 funds tracked by Wall St. Rank held Schwab 5-10 Year Corporate Bond ETF as of Q3 2026.

Based on MONECO Advisors's 13F filing for Q3 2026, filed 5 Nov 2026.