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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
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 $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
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Ameriprise
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
PC
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
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Money Concepts Capital's SCHI Position: Q1 2026 in Review

Money Concepts Capital increased its Schwab 5-10 Year Corporate Bond ETF (SCHI) stake by 8.7% in Q1 2026, buying an estimated $54.7K and bringing the position to 29,657 shares worth $673K. The position accounts for 0.04% of the portfolio, ranked #337.

Money Concepts Capital first reported a position in SCHI in Q1 2025 and has held it in 5 quarters since. 257 funds tracked by Wall St. Rank hold SCHI as of Q1 2026.

  • Money Concepts Capital held 29,657 shares of Schwab 5-10 Year Corporate Bond ETF worth $673K as of Q1 2026.
  • Money Concepts Capital bought 2,384 Schwab 5-10 Year Corporate Bond ETF shares in Q1 2026, an estimated $54.7K.
  • Schwab 5-10 Year Corporate Bond ETF made up 0.04% of Money Concepts Capital's portfolio in Q1 2026, its #337 holding.
  • Money Concepts Capital first reported a position in Schwab 5-10 Year Corporate Bond ETF in Q1 2025 and has held it in 5 quarters since.
  • 257 funds tracked by Wall St. Rank held Schwab 5-10 Year Corporate Bond ETF as of Q1 2026.

Based on Money Concepts Capital's 13F filing for Q1 2026, filed 30 Apr 2026.