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

Mutual 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
Q2 		$5.22M Buy
230,538
+18,460
+9% +$418K 0.1% 206
2026
Q1 		$4.81M Buy
212,078
+34,427
+19% +$790K 0.1% 197
2025
Q4 		$4.08M Sell
177,651
-8,809
-5% -$203K 0.09% 222
2025
Q3 		$4.33M Buy
186,460
+20,572
+12% +$470K 0.1% 209
2025
Q2 		$3.76M Buy
165,888
+13,744
+9% +$307K 0.09% 209
2025
Q1 		$3.41M Buy
152,144
+27,931
+22% +$621K 0.1% 199
2024
Q4 		$2.74M Sell
124,213
-118,107
-49% -$2.65M 0.08% 219
2024
Q3 		$2.73M Buy
242,320
+148,480
+158% +$3.37M 0.08% 226
2024
Q2 		$2.1M Buy
93,840
+10,542
+13% +$231K 0.06% 269
2024
Q1 		$1.85M Buy
83,298
+64,292
+338% +$1.43M 0.06% 294
2023
Q4 		$427K Buy
+19,006
New +$407K 0.01% 702
2022
Q1 		– Sell
-16,346
Closed -$422K – 927
2021
Q4 		$422K Sell
16,346
-10,166
-38% -$263K 0.02% 628
2021
Q3 		$692K Sell
26,512
-13,726
-34% -$362K 0.04% 449
2021
Q2 		$1.06M Sell
40,238
-6,638
-14% -$173K 0.06% 345
2021
Q1 		$1.2M Buy
+46,876
New +$1.23M 0.08% 290

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 22.96% 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

Mutual Advisors's SCHI Position: Q2 2026 in Review

Mutual Advisors increased its Schwab 5-10 Year Corporate Bond ETF (SCHI) stake by 8.7% in Q2 2026, buying an estimated $418K and bringing the position to 230,538 shares worth $5.22M. The position accounts for 0.1% of the portfolio, ranked #206.

Mutual Advisors first reported a position in SCHI in Q1 2021 and has held it in 15 quarters since. 267 funds tracked by Wall St. Rank hold SCHI as of Q2 2026.

  • Mutual Advisors held 230,538 shares of Schwab 5-10 Year Corporate Bond ETF worth $5.22M as of Q2 2026.
  • Mutual Advisors bought 18,460 Schwab 5-10 Year Corporate Bond ETF shares in Q2 2026, an estimated $418K.
  • Schwab 5-10 Year Corporate Bond ETF made up 0.1% of Mutual Advisors's portfolio in Q2 2026, its #206 holding.
  • Mutual Advisors first reported a position in Schwab 5-10 Year Corporate Bond ETF in Q1 2021 and has held it in 15 quarters since.
  • 267 funds tracked by Wall St. Rank held Schwab 5-10 Year Corporate Bond ETF as of Q2 2026.

Based on Mutual Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.