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

RIG

RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 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 $1.55B AUM 29.02% 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

Rockefeller Capital Management's SCHI Position: Q1 2026 in Review

Rockefeller Capital Management increased its Schwab 5-10 Year Corporate Bond ETF (SCHI) stake by 4.7% in Q1 2026, buying an estimated $5.18K and bringing the position to 5,046 shares worth $114K. The position accounts for ﹤0.01% of the portfolio, ranked #2798.

Rockefeller Capital Management first reported a position in SCHI in Q3 2022 and has held it in 7 quarters since. The position peaked at $14M in Q1 2024. 257 funds tracked by Wall St. Rank hold SCHI as of Q1 2026.

Rockefeller Capital Management held 5,046 shares of Schwab 5-10 Year Corporate Bond ETF worth $114K as of Q1 2026.
Rockefeller Capital Management bought 226 Schwab 5-10 Year Corporate Bond ETF shares in Q1 2026, an estimated $5.18K.
Schwab 5-10 Year Corporate Bond ETF made up ﹤0.01% of Rockefeller Capital Management's portfolio in Q1 2026, its #2798 holding.
Rockefeller Capital Management first reported a position in Schwab 5-10 Year Corporate Bond ETF in Q3 2022 and has held it in 7 quarters since.
Rockefeller Capital Management's Schwab 5-10 Year Corporate Bond ETF position peaked at $14M in Q1 2024.
257 funds tracked by Wall St. Rank held Schwab 5-10 Year Corporate Bond ETF as of Q1 2026.

Based on Rockefeller Capital Management's 13F filing for Q1 2026, filed 14 May 2026.