Morton Brown Family Wealth’s Schwab 5-10 Year Corporate Bond ETF SCHI Stock Holding History

Morton Brown Family Wealth’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	$276K	Buy	12,185 +150	+1%	+$3.4K	0.06%	60
2026 Q1	$273K	Buy	12,035 +101	+0.8%	+$2.32K	0.07%	50
2025 Q4	$274K	Buy	11,934 +1,356	+13%	+$31.3K	0.07%	51
2025 Q3	$244K	Buy	10,578 +562	+6%	+$12.8K	0.07%	54
2025 Q2	$228K	Buy	10,016 +125	+1%	+$2.79K	0.07%	55
2025 Q1	$222K	Sell	9,891 -5,745	-37%	-$128K	0.08%	53
2024 Q4	$345K	Buy	+15,636	New	+$351K	0.12%	43

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

Morton Brown Family Wealth's SCHI Position: Q2 2026 in Review

Morton Brown Family Wealth increased its Schwab 5-10 Year Corporate Bond ETF (SCHI) stake by 1.2% in Q2 2026, buying an estimated $3.4K and bringing the position to 12,185 shares worth $276K. The position accounts for 0.06% of the portfolio, ranked #60.

Morton Brown Family Wealth first reported a position in SCHI in Q4 2024 and has held it in 7 quarters since. The position peaked at $345K in Q4 2024. 265 funds tracked by Wall St. Rank hold SCHI as of Q2 2026.

Morton Brown Family Wealth held 12,185 shares of Schwab 5-10 Year Corporate Bond ETF worth $276K as of Q2 2026.
Morton Brown Family Wealth bought 150 Schwab 5-10 Year Corporate Bond ETF shares in Q2 2026, an estimated $3.4K.
Schwab 5-10 Year Corporate Bond ETF made up 0.06% of Morton Brown Family Wealth's portfolio in Q2 2026, its #60 holding.
Morton Brown Family Wealth first reported a position in Schwab 5-10 Year Corporate Bond ETF in Q4 2024 and has held it in 7 quarters since.
Morton Brown Family Wealth's Schwab 5-10 Year Corporate Bond ETF position peaked at $345K in Q4 2024.
265 funds tracked by Wall St. Rank held Schwab 5-10 Year Corporate Bond ETF as of Q2 2026.

Based on Morton Brown Family Wealth's 13F filing for Q2 2026, filed 21 Jul 2026.