Rockefeller Capital Management
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Rockefeller Capital Management’s Schwab 5-10 Year Corporate Bond ETF SCHI Stock Holding History

Rockefeller Capital Management’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 		$7.45K Sell
329
-4,717
-93% -$107K ﹤0.01% 4124
2026
Q1 		$114K Buy
5,046
+226
+5% +$5.18K ﹤0.01% 2798
2025
Q4 		$111K Buy
4,820
+3,885
+416% +$89.6K ﹤0.01% 2672
2025
Q3 		$21.6K Buy
+935
New +$21.3K ﹤0.01% 3322
2025
Q1 		– Sell
-15,042
Closed -$332K – 1729
2024
Q4 		$332K Buy
+15,042
New +$338K ﹤0.01% 1582
2024
Q2 		– Sell
-628,660
Closed -$14M – 1724
2024
Q1 		$14M Buy
+628,660
New +$14M 0.04% 419
2023
Q1 		– Sell
-8,512
Closed -$183K – 3560
2022
Q4 		$183K Hold
8,512
– – ﹤0.01% 1709
2022
Q3 		$178K Buy
+8,512
New +$190K ﹤0.01% 1705

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 22.9% 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

Rockefeller Capital Management's SCHI Position: Q2 2026 in Review

Rockefeller Capital Management reduced its Schwab 5-10 Year Corporate Bond ETF (SCHI) stake by 93% in Q2 2026, selling an estimated $107K and leaving 329 shares worth $7.45K. The position accounts for ﹤0.01% of the portfolio, ranked #4124.

Rockefeller Capital Management first reported a position in SCHI in Q3 2022 and has held it in 8 quarters since. The position peaked at $14M in Q1 2024. 268 funds tracked by Wall St. Rank hold SCHI as of Q2 2026.

  • Rockefeller Capital Management held 329 shares of Schwab 5-10 Year Corporate Bond ETF worth $7.45K as of Q2 2026.
  • Rockefeller Capital Management sold 4,717 Schwab 5-10 Year Corporate Bond ETF shares in Q2 2026, an estimated $107K.
  • Schwab 5-10 Year Corporate Bond ETF made up ﹤0.01% of Rockefeller Capital Management's portfolio in Q2 2026, its #4124 holding.
  • Rockefeller Capital Management first reported a position in Schwab 5-10 Year Corporate Bond ETF in Q3 2022 and has held it in 8 quarters since.
  • Rockefeller Capital Management's Schwab 5-10 Year Corporate Bond ETF position peaked at $14M in Q1 2024.
  • 268 funds tracked by Wall St. Rank held Schwab 5-10 Year Corporate Bond ETF as of Q2 2026.

Based on Rockefeller Capital Management's 13F filing for Q2 2026, filed 13 Aug 2026.