Ogorek Anthony Joseph’s Schwab 5-10 Year Corporate Bond ETF SCHI Stock Holding History

Ogorek Anthony Joseph’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	$10.7M	Buy	473,448 +5,839	+1%	+$132K	2.66%	11
2026 Q1	$10.6M	Buy	467,609 +298,633	+177%	+$6.85M	2.91%	11
2025 Q4	$3.88M	Buy	168,976 +160,984	+2,014%	+$3.71M	1.07%	23
2025 Q3	$184K	Sell	7,992 -258	-3%	-$5.89K	0.05%	76
2025 Q2	$187K	Sell	8,250 -1,806	-18%	-$40.3K	0.06%	71
2025 Q1	$225K	Sell	10,056 -7,134	-42%	-$159K	0.07%	68
2024 Q4	$379K	Sell	17,190 -1,168	-6%	-$26.2K	0.12%	52
2024 Q3	$423K	Sell	18,358 -570	-3%	-$12.9K	0.15%	48
2024 Q2	$417K	Sell	18,928 -758,488	-98%	-$16.6M	0.14%	49
2024 Q1	$17.3M	Buy	777,416 +186,702	+32%	+$4.15M	6.01%	4
2023 Q4	$13.3M	Buy	590,714 +191,846	+48%	+$4.11M	4.82%	5
2023 Q3	$8.42M	Buy	+398,868	New	+$8.63M	3.32%	7

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

Ogorek Anthony Joseph's SCHI Position: Q2 2026 in Review

Ogorek Anthony Joseph increased its Schwab 5-10 Year Corporate Bond ETF (SCHI) stake by 1.2% in Q2 2026, buying an estimated $132K and bringing the position to 473,448 shares worth $10.7M. The position accounts for 2.66% of the portfolio, ranked #11.

Ogorek Anthony Joseph first reported a position in SCHI in Q3 2023 and has held it in 12 quarters since. The position peaked at $17.3M in Q1 2024. 266 funds tracked by Wall St. Rank hold SCHI as of Q2 2026.

Ogorek Anthony Joseph held 473,448 shares of Schwab 5-10 Year Corporate Bond ETF worth $10.7M as of Q2 2026.
Ogorek Anthony Joseph bought 5,839 Schwab 5-10 Year Corporate Bond ETF shares in Q2 2026, an estimated $132K.
Schwab 5-10 Year Corporate Bond ETF made up 2.66% of Ogorek Anthony Joseph's portfolio in Q2 2026, its #11 holding.
Ogorek Anthony Joseph first reported a position in Schwab 5-10 Year Corporate Bond ETF in Q3 2023 and has held it in 12 quarters since.
Ogorek Anthony Joseph's Schwab 5-10 Year Corporate Bond ETF position peaked at $17.3M in Q1 2024.
266 funds tracked by Wall St. Rank held Schwab 5-10 Year Corporate Bond ETF as of Q2 2026.

Based on Ogorek Anthony Joseph's 13F filing for Q2 2026, filed 7 Aug 2026.