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PFG Investments’s Schwab 5-10 Year Corporate Bond ETF SCHI Stock Holding History

PFG Investments’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 		$245K Buy
10,827
+642
+6% +$14.5K 0.01% 1068
2026
Q1 		$231K Buy
10,185
+75
+0.7% +$1.72K 0.01% 992
2025
Q4 		$232K Buy
10,110
+535
+6% +$12.3K 0.01% 943
2025
Q3 		$221K Sell
9,575
-900
-9% -$20.5K 0.01% 919
2025
Q2 		$238K Buy
10,475
+1
+0% +$22 0.01% 833
2025
Q1 		$235K Buy
10,474
+632
+6% +$14.1K 0.02% 820
2024
Q4 		$217K Buy
+9,842
New +$221K 0.01% 863

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 40.91% 1-Year Est. Return

PFG Investments's SCHI Position: Q2 2026 in Review

PFG Investments increased its Schwab 5-10 Year Corporate Bond ETF (SCHI) stake by 6.3% in Q2 2026, buying an estimated $14.5K and bringing the position to 10,827 shares worth $245K. The position accounts for 0.01% of the portfolio, ranked #1068.

PFG Investments first reported a position in SCHI in Q4 2024 and has held it in 7 quarters since. 265 funds tracked by Wall St. Rank hold SCHI as of Q2 2026.

  • PFG Investments held 10,827 shares of Schwab 5-10 Year Corporate Bond ETF worth $245K as of Q2 2026.
  • PFG Investments bought 642 Schwab 5-10 Year Corporate Bond ETF shares in Q2 2026, an estimated $14.5K.
  • Schwab 5-10 Year Corporate Bond ETF made up 0.01% of PFG Investments's portfolio in Q2 2026, its #1068 holding.
  • PFG Investments first reported a position in Schwab 5-10 Year Corporate Bond ETF in Q4 2024 and has held it in 7 quarters since.
  • 265 funds tracked by Wall St. Rank held Schwab 5-10 Year Corporate Bond ETF as of Q2 2026.

Based on PFG Investments's 13F filing for Q2 2026, filed 23 Jul 2026.