Parkside Financial Bank & Trust’s Schwab 5-10 Year Corporate Bond ETF SCHI Stock Holding History

Parkside Financial Bank & Trust’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	$434	Hold	19	–	–	﹤0.01%	2586
2025 Q4	$435	Hold	19	–	–	﹤0.01%	2589
2025 Q3	$430	Buy	19 +1	+6%	+$23	﹤0.01%	2604
2025 Q2	$419	Hold	18	–	–	﹤0.01%	2615
2025 Q1	$408	Hold	18	–	–	﹤0.01%	2528
2024 Q4	$398	Buy	+18	New	+$404	﹤0.01%	1916

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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 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

LAM

L2 Asset Management Wayland, Massachusetts $963M AUM 38.06% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Parkside Financial Bank & Trust's SCHI Position: Q1 2026 in Review

Parkside Financial Bank & Trust held its Schwab 5-10 Year Corporate Bond ETF (SCHI) position steady in Q1 2026 at 19 shares worth $434. The position accounts for ﹤0.01% of the portfolio, ranked #2586.

Parkside Financial Bank & Trust first reported a position in SCHI in Q4 2024 and has held it in 6 quarters since. The position peaked at $435 in Q4 2025. 258 funds tracked by Wall St. Rank hold SCHI as of Q1 2026.

Parkside Financial Bank & Trust held 19 shares of Schwab 5-10 Year Corporate Bond ETF worth $434 as of Q1 2026.
Parkside Financial Bank & Trust left its Schwab 5-10 Year Corporate Bond ETF share count unchanged in Q1 2026.
Schwab 5-10 Year Corporate Bond ETF made up ﹤0.01% of Parkside Financial Bank & Trust's portfolio in Q1 2026, its #2586 holding.
Parkside Financial Bank & Trust first reported a position in Schwab 5-10 Year Corporate Bond ETF in Q4 2024 and has held it in 6 quarters since.
Parkside Financial Bank & Trust's Schwab 5-10 Year Corporate Bond ETF position peaked at $435 in Q4 2025.
258 funds tracked by Wall St. Rank held Schwab 5-10 Year Corporate Bond ETF as of Q1 2026.

Based on Parkside Financial Bank & Trust's 13F filing for Q1 2026, filed 13 May 2026.