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

NewEdge 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
Q1 		$527K Sell
23,233
-6,478
-22% -$149K ﹤0.01% 1951
2025
Q4 		$682K Buy
29,711
+18,420
+163% +$425K ﹤0.01% 1740
2025
Q3 		$261K Buy
11,291
+1,251
+12% +$28.6K ﹤0.01% 2261
2025
Q2 		$229K Buy
10,040
+4,104
+69% +$91.6K ﹤0.01% 2155
2025
Q1 		$133K Sell
5,936
-32
-0.5% -$712 ﹤0.01% 2204
2024
Q4 		$132K Buy
5,968
+876
+17% +$19.7K ﹤0.01% 2195
2024
Q3 		$118K Sell
5,092
-16
-0.3% -$363 ﹤0.01% 2143
2024
Q2 		$113K Buy
+5,108
New +$112K ﹤0.01% 2087
2023
Q4 		– Sell
-120
Closed -$2.53K – 3863
2023
Q3 		$2.53K Buy
+120
New +$2.6K ﹤0.01% 3000
2023
Q1 		– Sell
-592
Closed -$12.8K – 4021
2022
Q4 		$12.8K Buy
+592
New +$12.7K ﹤0.01% 2290

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

NewEdge Advisors's SCHI Position: Q1 2026 in Review

NewEdge Advisors reduced its Schwab 5-10 Year Corporate Bond ETF (SCHI) stake by 22% in Q1 2026, selling an estimated $149K and leaving 23,233 shares worth $527K. The position accounts for ﹤0.01% of the portfolio, ranked #1951.

NewEdge Advisors first reported a position in SCHI in Q4 2022 and has held it in 10 quarters since. The position peaked at $682K in Q4 2025. 257 funds tracked by Wall St. Rank hold SCHI as of Q1 2026.

  • NewEdge Advisors held 23,233 shares of Schwab 5-10 Year Corporate Bond ETF worth $527K as of Q1 2026.
  • NewEdge Advisors sold 6,478 Schwab 5-10 Year Corporate Bond ETF shares in Q1 2026, an estimated $149K.
  • Schwab 5-10 Year Corporate Bond ETF made up ﹤0.01% of NewEdge Advisors's portfolio in Q1 2026, its #1951 holding.
  • NewEdge Advisors first reported a position in Schwab 5-10 Year Corporate Bond ETF in Q4 2022 and has held it in 10 quarters since.
  • NewEdge Advisors's Schwab 5-10 Year Corporate Bond ETF position peaked at $682K in Q4 2025.
  • 257 funds tracked by Wall St. Rank held Schwab 5-10 Year Corporate Bond ETF as of Q1 2026.

Based on NewEdge Advisors's 13F filing for Q1 2026, filed 18 May 2026.