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

Patten & Patten’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	$306K	Hold	13,497	–	–	0.02%	290
2026 Q1	$306K	Buy	13,497 +89	+0.7%	+$2.04K	0.02%	287
2025 Q4	$308K	Hold	13,408	–	–	0.02%	285
2025 Q3	$309K	Sell	13,408 -35	-0.3%	-$799	0.02%	287
2025 Q2	$306K	Hold	13,443	–	–	0.02%	267
2025 Q1	$302K	Buy	13,443 +1,735	+15%	+$38.6K	0.02%	267
2024 Q4	$258K	Hold	11,708	–	–	0.02%	278
2024 Q3	$270K	Sell	11,708 -74	-0.6%	-$1.68K	0.02%	271
2024 Q2	$260K	Hold	11,782	–	–	0.02%	268
2024 Q1	$262K	Buy	+11,782	New	+$262K	0.02%	269

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 40.89% 1-Year Est. Return

Patten & Patten's SCHI Position: Q2 2026 in Review

Patten & Patten held its Schwab 5-10 Year Corporate Bond ETF (SCHI) position steady in Q2 2026 at 13,497 shares worth $306K. The position accounts for 0.02% of the portfolio, ranked #290.

Patten & Patten first reported a position in SCHI in Q1 2024 and has held it in 10 quarters since. The position peaked at $309K in Q3 2025. 266 funds tracked by Wall St. Rank hold SCHI as of Q2 2026.

Patten & Patten held 13,497 shares of Schwab 5-10 Year Corporate Bond ETF worth $306K as of Q2 2026.
Patten & Patten left its Schwab 5-10 Year Corporate Bond ETF share count unchanged in Q2 2026.
Schwab 5-10 Year Corporate Bond ETF made up 0.02% of Patten & Patten's portfolio in Q2 2026, its #290 holding.
Patten & Patten first reported a position in Schwab 5-10 Year Corporate Bond ETF in Q1 2024 and has held it in 10 quarters since.
Patten & Patten's Schwab 5-10 Year Corporate Bond ETF position peaked at $309K in Q3 2025.
266 funds tracked by Wall St. Rank held Schwab 5-10 Year Corporate Bond ETF as of Q2 2026.

Based on Patten & Patten's 13F filing for Q2 2026, filed 5 Aug 2026.