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 Q2	$192M	Buy	8,486,796 +31,617	+0.4%	+$716K	2.54%	12
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 $65.5B AUM 24.25% 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

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

RiverFront Investment Group's SCHI Position: Q2 2026 in Review

RiverFront Investment Group increased its Schwab 5-10 Year Corporate Bond ETF (SCHI) stake by 0.37% in Q2 2026, buying an estimated $716K and bringing the position to 8,486,796 shares worth $192M. The position accounts for 2.54% of the portfolio, ranked #12.

RiverFront Investment Group first reported a position in SCHI in Q1 2024 and has held it in 10 quarters since. The position peaked at $194M in Q3 2025. 267 funds tracked by Wall St. Rank hold SCHI as of Q2 2026.

RiverFront Investment Group held 8,486,796 shares of Schwab 5-10 Year Corporate Bond ETF worth $192M as of Q2 2026.
RiverFront Investment Group bought 31,617 Schwab 5-10 Year Corporate Bond ETF shares in Q2 2026, an estimated $716K.
Schwab 5-10 Year Corporate Bond ETF made up 2.54% of RiverFront Investment Group's portfolio in Q2 2026, its #12 holding.
RiverFront Investment Group first reported a position in Schwab 5-10 Year Corporate Bond ETF in Q1 2024 and has held it in 10 quarters since.
RiverFront Investment Group's Schwab 5-10 Year Corporate Bond ETF position peaked at $194M in Q3 2025.
267 funds tracked by Wall St. Rank held Schwab 5-10 Year Corporate Bond ETF as of Q2 2026.

Based on RiverFront Investment Group's 13F filing for Q2 2026, filed 29 Jul 2026.