PFM
SCHI icon

Phillips Financial Management’s Schwab 5-10 Year Corporate Bond ETF SCHI Stock Holding History

Phillips Financial Management’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 		– Sell
-1,218
Closed -$28K – 309
2025
Q4 		$28K Buy
+1,218
New +$28.1K ﹤0.01% 264

Other funds holding SCHI

CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return
RIG
RiverFront Investment Group Richmond, Virginia $6.46B AUM 18.45% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
BFG
Bouchey Financial Group Troy, New York $1.36B AUM 13.96% 1-Year Est. Return
PC
Permanens Capital New York $776M AUM 30.08% 1-Year Est. Return
LAM
L2 Asset Management Wayland, Massachusetts $1.05B AUM 29.07% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Phillips Financial Management's SCHI Position: Q1 2026 in Review

Phillips Financial Management sold out of Schwab 5-10 Year Corporate Bond ETF (SCHI) in Q1 2026, closing a stake of 1,218 shares — an estimated $28K sold.

Phillips Financial Management first reported a position in SCHI in Q4 2025 and held it in 1 quarter. The position peaked at $28K in Q4 2025. 257 funds tracked by Wall St. Rank hold SCHI as of Q1 2026.

  • Phillips Financial Management reported no remaining Schwab 5-10 Year Corporate Bond ETF position as of Q1 2026 after selling out during the quarter.
  • Phillips Financial Management sold 1,218 Schwab 5-10 Year Corporate Bond ETF shares in Q1 2026, an estimated $28K.
  • Phillips Financial Management first reported a position in Schwab 5-10 Year Corporate Bond ETF in Q4 2025 and held it in 1 quarter.
  • Phillips Financial Management's Schwab 5-10 Year Corporate Bond ETF position peaked at $28K in Q4 2025.
  • 257 funds tracked by Wall St. Rank held Schwab 5-10 Year Corporate Bond ETF as of Q1 2026.

Based on Phillips Financial Management's 13F filing for Q1 2026, filed 16 Apr 2026.