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Money Concepts Capital’s Schwab 5-10 Year Corporate Bond ETF SCHI Stock Holding History

Money Concepts Capital’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 		$784K Buy
34,644
+4,987
+17% +$113K 0.04% 344
2026
Q1 		$673K Buy
29,657
+2,384
+9% +$54.7K 0.04% 337
2025
Q4 		$626K Buy
27,273
+3,499
+15% +$80.7K 0.04% 314
2025
Q3 		$549K Buy
23,774
+4,203
+21% +$96K 0.03% 311
2025
Q2 		$445K Buy
19,571
+6,871
+54% +$153K 0.03% 316
2025
Q1 		$285K Buy
+12,700
New +$282K 0.02% 363

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 22.9% 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

Money Concepts Capital's SCHI Position: Q2 2026 in Review

Money Concepts Capital increased its Schwab 5-10 Year Corporate Bond ETF (SCHI) stake by 17% in Q2 2026, buying an estimated $113K and bringing the position to 34,644 shares worth $784K. The position accounts for 0.04% of the portfolio, ranked #344.

Money Concepts Capital first reported a position in SCHI in Q1 2025 and has held it in 6 quarters since. 268 funds tracked by Wall St. Rank hold SCHI as of Q2 2026.

  • Money Concepts Capital held 34,644 shares of Schwab 5-10 Year Corporate Bond ETF worth $784K as of Q2 2026.
  • Money Concepts Capital bought 4,987 Schwab 5-10 Year Corporate Bond ETF shares in Q2 2026, an estimated $113K.
  • Schwab 5-10 Year Corporate Bond ETF made up 0.04% of Money Concepts Capital's portfolio in Q2 2026, its #344 holding.
  • Money Concepts Capital first reported a position in Schwab 5-10 Year Corporate Bond ETF in Q1 2025 and has held it in 6 quarters since.
  • 268 funds tracked by Wall St. Rank held Schwab 5-10 Year Corporate Bond ETF as of Q2 2026.

Based on Money Concepts Capital's 13F filing for Q2 2026, filed 4 Aug 2026.