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

Quartz 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 		$325K Hold
14,375
– – 0.11% 138
2026
Q1 		$326K Hold
14,375
– – 0.13% 124
2025
Q4 		$330K Buy
+14,375
New +$331K 0.12% 130

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 40.89% 1-Year Est. Return

Quartz Partners's SCHI Position: Q2 2026 in Review

Quartz Partners held its Schwab 5-10 Year Corporate Bond ETF (SCHI) position steady in Q2 2026 at 14,375 shares worth $325K. The position accounts for 0.11% of the portfolio, ranked #138.

Quartz Partners first reported a position in SCHI in Q4 2025 and has held it in 3 quarters since. The position peaked at $330K in Q4 2025. 266 funds tracked by Wall St. Rank hold SCHI as of Q2 2026.

  • Quartz Partners held 14,375 shares of Schwab 5-10 Year Corporate Bond ETF worth $325K as of Q2 2026.
  • Quartz 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 0.11% of Quartz Partners's portfolio in Q2 2026, its #138 holding.
  • Quartz Partners first reported a position in Schwab 5-10 Year Corporate Bond ETF in Q4 2025 and has held it in 3 quarters since.
  • Quartz Partners's Schwab 5-10 Year Corporate Bond ETF position peaked at $330K in Q4 2025.
  • 266 funds tracked by Wall St. Rank held Schwab 5-10 Year Corporate Bond ETF as of Q2 2026.

Based on Quartz Partners's 13F filing for Q2 2026, filed 10 Aug 2026.