RiverFront Investment Group’s Schwab 5-10 Year Corporate Bond ETF SCHI Stock Holding History

RiverFront Investment Group’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	$192M	Buy	8,455,179 +26,053	+0.3%	+$598K	2.97%	7
2025 Q4	$194M	Buy	8,429,126 +5,094	+0.1%	+$117K	3.19%	6
2025 Q3	$194M	Buy	8,424,032 +57,442	+0.7%	+$1.31M	3.41%	6
2025 Q2	$190M	Sell	8,366,590 -87,529	-1%	-$1.95M	3.72%	4
2025 Q1	$190M	Buy	8,454,119 +295,943	+4%	+$6.58M	4.23%	4
2024 Q4	$180M	Sell	8,158,176 -170,264	-2%	-$3.83M	4.1%	4
2024 Q3	$187M	Buy	8,328,440 +420,274	+5%	+$9.53M	4.39%	4
2024 Q2	$174M	Buy	7,908,166 +180,382	+2%	+$3.95M	4.65%	4
2024 Q1	$172M	Buy	+7,727,784	New	+$172M	4.84%	5

Other funds holding SCHI

CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

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

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 Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

RiverFront Investment Group's SCHI Position: Q1 2026 in Review

RiverFront Investment Group increased its Schwab 5-10 Year Corporate Bond ETF (SCHI) stake by 0.31% in Q1 2026, buying an estimated $598K and bringing the position to 8,455,179 shares worth $192M. The position accounts for 2.97% of the portfolio, ranked #7.

RiverFront Investment Group first reported a position in SCHI in Q1 2024 and has held it in 9 quarters since. The position peaked at $194M in Q3 2025. 257 funds tracked by Wall St. Rank hold SCHI as of Q1 2026.

RiverFront Investment Group held 8,455,179 shares of Schwab 5-10 Year Corporate Bond ETF worth $192M as of Q1 2026.
RiverFront Investment Group bought 26,053 Schwab 5-10 Year Corporate Bond ETF shares in Q1 2026, an estimated $598K.
Schwab 5-10 Year Corporate Bond ETF made up 2.97% of RiverFront Investment Group's portfolio in Q1 2026, its #7 holding.
RiverFront Investment Group first reported a position in Schwab 5-10 Year Corporate Bond ETF in Q1 2024 and has held it in 9 quarters since.
RiverFront Investment Group's Schwab 5-10 Year Corporate Bond ETF position peaked at $194M in Q3 2025.
257 funds tracked by Wall St. Rank held Schwab 5-10 Year Corporate Bond ETF as of Q1 2026.

Based on RiverFront Investment Group's 13F filing for Q1 2026, filed 11 May 2026.