NA
SCHI icon

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
Q2 		$67.1K Sell
2,962
-20,271
-87% -$459K ﹤0.01% 3051
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 $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

NewEdge Advisors's SCHI Position: Q2 2026 in Review

NewEdge Advisors reduced its Schwab 5-10 Year Corporate Bond ETF (SCHI) stake by 87% in Q2 2026, selling an estimated $459K and leaving 2,962 shares worth $67.1K. The position accounts for ﹤0.01% of the portfolio, ranked #3051.

NewEdge Advisors first reported a position in SCHI in Q4 2022 and has held it in 11 quarters since. The position peaked at $682K in Q4 2025. 266 funds tracked by Wall St. Rank hold SCHI as of Q2 2026.

  • NewEdge Advisors held 2,962 shares of Schwab 5-10 Year Corporate Bond ETF worth $67.1K as of Q2 2026.
  • NewEdge Advisors sold 20,271 Schwab 5-10 Year Corporate Bond ETF shares in Q2 2026, an estimated $459K.
  • Schwab 5-10 Year Corporate Bond ETF made up ﹤0.01% of NewEdge Advisors's portfolio in Q2 2026, its #3051 holding.
  • NewEdge Advisors first reported a position in Schwab 5-10 Year Corporate Bond ETF in Q4 2022 and has held it in 11 quarters since.
  • NewEdge Advisors's Schwab 5-10 Year Corporate Bond ETF position peaked at $682K in Q4 2025.
  • 266 funds tracked by Wall St. Rank held Schwab 5-10 Year Corporate Bond ETF as of Q2 2026.

Based on NewEdge Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.