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

PFS 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 		$66.7K Hold
2,947
– – 0.03% 173
2026
Q1 		$66.8K Hold
2,947
– – 0.03% 153
2025
Q4 		$67.7K Hold
2,947
– – 0.03% 152
2025
Q3 		$68K Buy
+2,947
New +$67.3K 0.03% 147

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

PFS Partners's SCHI Position: Q2 2026 in Review

PFS Partners held its Schwab 5-10 Year Corporate Bond ETF (SCHI) position steady in Q2 2026 at 2,947 shares worth $66.7K. The position accounts for 0.03% of the portfolio, ranked #173.

PFS Partners first reported a position in SCHI in Q3 2025 and has held it in 4 quarters since. The position peaked at $68K in Q3 2025. 265 funds tracked by Wall St. Rank hold SCHI as of Q2 2026.

  • PFS Partners held 2,947 shares of Schwab 5-10 Year Corporate Bond ETF worth $66.7K as of Q2 2026.
  • PFS Partners left its Schwab 5-10 Year Corporate Bond ETF share count unchanged in Q2 2026.
  • Schwab 5-10 Year Corporate Bond ETF made up 0.03% of PFS Partners's portfolio in Q2 2026, its #173 holding.
  • PFS Partners first reported a position in Schwab 5-10 Year Corporate Bond ETF in Q3 2025 and has held it in 4 quarters since.
  • PFS Partners's Schwab 5-10 Year Corporate Bond ETF position peaked at $68K in Q3 2025.
  • 265 funds tracked by Wall St. Rank held Schwab 5-10 Year Corporate Bond ETF as of Q2 2026.

Based on PFS Partners's 13F filing for Q2 2026, filed 20 Jul 2026.