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Rational Advisors’s Schwab 5-10 Year Corporate Bond ETF SCHI Stock Holding History

Rational Advisors’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 		$4.17M Buy
+184,358
New +$4.17M 0.38% 52
2026
Q1 		– Sell
-514,536
Closed -$11.8M – 193
2025
Q4 		$11.8M Sell
514,536
-26,144
-5% -$603K 1.21% 18
2025
Q3 		$12.5M Sell
540,680
-10,529
-2% -$240K 1.24% 17
2025
Q2 		$12.5M Buy
551,209
+166,675
+43% +$3.72M 1.24% 18
2025
Q1 		$8.64M Sell
384,534
-37,256
-9% -$828K 0.87% 26
2024
Q4 		$9.31M Sell
421,790
-225,740
-35% -$5.07M 0.91% 19
2024
Q3 		$14.9M Sell
647,530
-19,494
-3% -$442K 1.44% 17
2024
Q2 		$14.7M Sell
667,024
-38,870
-6% -$852K 1.43% 17
2024
Q1 		$15.7M Buy
+705,894
New +$15.7M 1.46% 17

Other funds holding SCHI

WFA
WestHill Financial Advisors San Rafael, California $587M AUM 20.13% 1-Year Est. Return
CST
Charles Schwab Trust Henderson, Nevada $1.79B AUM 17.47% 1-Year Est. Return
WCFP
White & Co Financial Planning Sunnyside, Washington $161M AUM 18.51% 1-Year Est. Return
WWM
WT Wealth Management Scottsdale, Arizona $361M AUM 23.03% 1-Year Est. Return
SL
Systelligence LLC Bloomington, Minnesota $599M AUM 24.4% 1-Year Est. Return
BONH
Bank of New Hampshire Laconia, New Hampshire $479M AUM 31.52% 1-Year Est. Return
E
Entelevest Coral Gables, Florida $117M AUM
MWM
MFG Wealth Management Indianapolis, Indiana $140M AUM 44.72% 1-Year Est. Return
CNBTD
Citizens National Bank Trust Department Meridian, Mississippi $680M AUM 46.36% 1-Year Est. Return
EL
Essex LLC Deer Park, Illinois $659M AUM 41.98% 1-Year Est. Return

Rational Advisors's SCHI Position: Q2 2026 in Review

Rational Advisors opened a new position in Schwab 5-10 Year Corporate Bond ETF (SCHI) in Q2 2026: 184,358 shares worth $4.17M. The stake represents 0.38% of the portfolio and ranks #52 among its holdings. This is a return to the name: Rational Advisors previously reported a position in SCHI as recently as Q4 2025.

Rational Advisors first reported a position in SCHI in Q1 2024 and has held it in 9 quarters since. The position peaked at $15.7M in Q1 2024. 75 funds tracked by Wall St. Rank hold SCHI as of Q2 2026.

  • Rational Advisors held 184,358 shares of Schwab 5-10 Year Corporate Bond ETF worth $4.17M as of Q2 2026.
  • Schwab 5-10 Year Corporate Bond ETF was a new Rational Advisors position in Q2 2026.
  • Schwab 5-10 Year Corporate Bond ETF made up 0.38% of Rational Advisors's portfolio in Q2 2026, its #52 holding.
  • Rational Advisors first reported a position in Schwab 5-10 Year Corporate Bond ETF in Q1 2024 and has held it in 9 quarters since.
  • Rational Advisors's Schwab 5-10 Year Corporate Bond ETF position peaked at $15.7M in Q1 2024.
  • 75 funds tracked by Wall St. Rank held Schwab 5-10 Year Corporate Bond ETF as of Q2 2026.

Based on Rational Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.