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Old Mission Capital’s Schwab 5-10 Year Corporate Bond ETF SCHI Stock Holding History

Old Mission Capital’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 		$2.03M Buy
+89,557
New +$2.05M 0.03% 231
2025
Q3 		– Sell
-17,236
Closed -$392K – 1282
2025
Q2 		$392K Sell
17,236
-1,746
-9% -$39K 0.01% 805
2025
Q1 		$426K Buy
+18,982
New +$422K 0.01% 677
2024
Q3 		– Sell
-143,020
Closed -$3.15M – 1708
2024
Q2 		$3.15M Buy
143,020
+110,046
+334% +$2.41M 0.05% 236
2024
Q1 		$734K Buy
32,974
+10,786
+49% +$239K 0.01% 611
2023
Q4 		$499K Sell
22,188
-95,802
-81% -$2.05M 0.01% 783
2023
Q3 		$2.49M Buy
117,990
+65,440
+125% +$1.42M 0.06% 260
2023
Q2 		$1.16M Sell
52,550
-46,144
-47% -$1.02M 0.02% 408
2023
Q1 		$2.2M Buy
98,694
+71,540
+263% +$1.58M 0.04% 256
2022
Q4 		$585K Buy
27,154
+404
+2% +$8.64K 0.02% 672
2022
Q3 		$562K Buy
26,750
+17,758
+197% +$396K 0.02% 556
2022
Q2 		$200K Sell
8,992
-56,304
-86% -$1.28M 0.01% 1144
2022
Q1 		$1.56M Buy
65,296
+44,342
+212% +$1.1M 0.04% 343
2021
Q4 		$541K Sell
20,954
-8,940
-30% -$232K 0.02% 611
2021
Q3 		$780K Sell
29,894
-1,652
-5% -$43.6K 0.03% 454
2021
Q2 		$829K Buy
31,546
+21,446
+212% +$557K 0.03% 490
2021
Q1 		$259K Buy
+10,100
New +$265K 0.01% 645

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

Old Mission Capital's SCHI Position: Q1 2026 in Review

Old Mission Capital opened a new position in Schwab 5-10 Year Corporate Bond ETF (SCHI) in Q1 2026: 89,557 shares worth $2.03M. The stake represents 0.03% of the portfolio and ranks #231 among its holdings. This is a return to the name: Old Mission Capital previously reported a position in SCHI as recently as Q2 2025.

Old Mission Capital first reported a position in SCHI in Q1 2021 and has held it in 17 quarters since. The position peaked at $3.15M in Q2 2024. 257 funds tracked by Wall St. Rank hold SCHI as of Q1 2026.

  • Old Mission Capital held 89,557 shares of Schwab 5-10 Year Corporate Bond ETF worth $2.03M as of Q1 2026.
  • Schwab 5-10 Year Corporate Bond ETF was a new Old Mission Capital position in Q1 2026.
  • Schwab 5-10 Year Corporate Bond ETF made up 0.03% of Old Mission Capital's portfolio in Q1 2026, its #231 holding.
  • Old Mission Capital first reported a position in Schwab 5-10 Year Corporate Bond ETF in Q1 2021 and has held it in 17 quarters since.
  • Old Mission Capital's Schwab 5-10 Year Corporate Bond ETF position peaked at $3.15M in Q2 2024.
  • 257 funds tracked by Wall St. Rank held Schwab 5-10 Year Corporate Bond ETF as of Q1 2026.

Based on Old Mission Capital's 13F filing for Q1 2026, filed 15 May 2026.