Principia Wealth Advisory’s Schwab 5-10 Year Corporate Bond ETF SCHI Stock Holding History

Principia Wealth Advisory’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	$6.38K	Sell	282 -805	-74%	-$18.2K	﹤0.01%	310
2026 Q1	$24.7K	Sell	1,087 -836	-43%	-$19.2K	0.01%	147
2025 Q4	$44.2K	Buy	1,923 +1,781	+1,254%	+$41.1K	0.03%	130
2025 Q3	$3.28K	Buy	+142	New	+$3.24K	﹤0.01%	349

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

Principia Wealth Advisory's SCHI Position: Q2 2026 in Review

Principia Wealth Advisory reduced its Schwab 5-10 Year Corporate Bond ETF (SCHI) stake by 74% in Q2 2026, selling an estimated $18.2K and leaving 282 shares worth $6.38K. The position accounts for ﹤0.01% of the portfolio, ranked #310.

Principia Wealth Advisory first reported a position in SCHI in Q3 2025 and has held it in 4 quarters since. The position peaked at $44.2K in Q4 2025. 267 funds tracked by Wall St. Rank hold SCHI as of Q2 2026.

Principia Wealth Advisory held 282 shares of Schwab 5-10 Year Corporate Bond ETF worth $6.38K as of Q2 2026.
Principia Wealth Advisory sold 805 Schwab 5-10 Year Corporate Bond ETF shares in Q2 2026, an estimated $18.2K.
Schwab 5-10 Year Corporate Bond ETF made up ﹤0.01% of Principia Wealth Advisory's portfolio in Q2 2026, its #310 holding.
Principia Wealth Advisory first reported a position in Schwab 5-10 Year Corporate Bond ETF in Q3 2025 and has held it in 4 quarters since.
Principia Wealth Advisory's Schwab 5-10 Year Corporate Bond ETF position peaked at $44.2K in Q4 2025.
267 funds tracked by Wall St. Rank held Schwab 5-10 Year Corporate Bond ETF as of Q2 2026.

Based on Principia Wealth Advisory's 13F filing for Q2 2026, filed 26 Aug 2026.