Raymond James Financial
SCHI icon

Raymond James Financial’s Schwab 5-10 Year Corporate Bond ETF SCHI Stock Holding History

Raymond James Financial’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 		$56.4M Sell
2,491,146
-267,884
-10% -$6.07M 0.02% 873
2026
Q1 		$62.6M Buy
2,759,030
+239,825
+10% +$5.5M 0.02% 737
2025
Q4 		$57.9M Buy
2,519,205
+80,521
+3% +$1.86M 0.02% 752
2025
Q3 		$56.3M Sell
2,438,684
-42,352
-2% -$967K 0.02% 734
2025
Q2 		$56.5M Buy
2,481,036
+94,129
+4% +$2.1M 0.02% 701
2025
Q1 		$53.6M Sell
2,386,907
-1,050
-0% -$23.3K 0.02% 690
2024
Q4 		$52.7M Buy
+2,387,957
New +$53.6M 0.02% 695

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
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
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Raymond James Financial's SCHI Position: Q2 2026 in Review

Raymond James Financial reduced its Schwab 5-10 Year Corporate Bond ETF (SCHI) stake by 9.7% in Q2 2026, selling an estimated $6.07M and leaving 2,491,146 shares worth $56.4M. The position accounts for 0.02% of the portfolio, ranked #873.

Raymond James Financial first reported a position in SCHI in Q4 2024 and has held it in 7 quarters since. The position peaked at $62.6M in Q1 2026. 266 funds tracked by Wall St. Rank hold SCHI as of Q2 2026.

  • Raymond James Financial held 2,491,146 shares of Schwab 5-10 Year Corporate Bond ETF worth $56.4M as of Q2 2026.
  • Raymond James Financial sold 267,884 Schwab 5-10 Year Corporate Bond ETF shares in Q2 2026, an estimated $6.07M.
  • Schwab 5-10 Year Corporate Bond ETF made up 0.02% of Raymond James Financial's portfolio in Q2 2026, its #873 holding.
  • Raymond James Financial first reported a position in Schwab 5-10 Year Corporate Bond ETF in Q4 2024 and has held it in 7 quarters since.
  • Raymond James Financial's Schwab 5-10 Year Corporate Bond ETF position peaked at $62.6M in Q1 2026.
  • 266 funds tracked by Wall St. Rank held Schwab 5-10 Year Corporate Bond ETF as of Q2 2026.

Based on Raymond James Financial's 13F filing for Q2 2026, filed 14 Aug 2026.