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&Partners’s Schwab 5-10 Year Corporate Bond ETF SCHI Stock Holding History

&Partners’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 		$319K Sell
14,083
-1,650
-10% -$37.4K ﹤0.01% 2106
2026
Q1 		$357K Buy
15,733
+269
+2% +$6.17K ﹤0.01% 1879
2025
Q4 		$355K Sell
15,464
-6,311
-29% -$145K ﹤0.01% 1818
2025
Q3 		$503K Sell
21,775
-937
-4% -$21.4K ﹤0.01% 1433
2025
Q2 		$517K Buy
22,712
+324
+1% +$7.23K ﹤0.01% 1340
2025
Q1 		$531K Buy
22,388
+2,215
+11% +$49.3K 0.01% 1108
2024
Q4 		$445K Buy
+20,173
New +$453K 0.01% 1126

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

&Partners's SCHI Position: Q2 2026 in Review

&Partners reduced its Schwab 5-10 Year Corporate Bond ETF (SCHI) stake by 10% in Q2 2026, selling an estimated $37.4K and leaving 14,083 shares worth $319K. The position accounts for ﹤0.01% of the portfolio, ranked #2106.

&Partners first reported a position in SCHI in Q4 2024 and has held it in 7 quarters since. The position peaked at $531K in Q1 2025. 267 funds tracked by Wall St. Rank hold SCHI as of Q2 2026.

  • &Partners held 14,083 shares of Schwab 5-10 Year Corporate Bond ETF worth $319K as of Q2 2026.
  • &Partners sold 1,650 Schwab 5-10 Year Corporate Bond ETF shares in Q2 2026, an estimated $37.4K.
  • Schwab 5-10 Year Corporate Bond ETF made up ﹤0.01% of &Partners's portfolio in Q2 2026, its #2106 holding.
  • &Partners first reported a position in Schwab 5-10 Year Corporate Bond ETF in Q4 2024 and has held it in 7 quarters since.
  • &Partners's Schwab 5-10 Year Corporate Bond ETF position peaked at $531K in Q1 2025.
  • 267 funds tracked by Wall St. Rank held Schwab 5-10 Year Corporate Bond ETF as of Q2 2026.

Based on &Partners's 13F filing for Q2 2026, filed 14 Aug 2026.