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

Rossby 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 		$525K Buy
23,167
+13,580
+142% +$308K 0.1% 194
2026
Q1 		$217K Buy
9,587
+9,556
+30,826% +$219K 0.04% 362
2025
Q4 		$712 Hold
31
– – ﹤0.01% 1579
2025
Q3 		$715 Sell
31
-220
-88% -$5.02K ﹤0.01% 1329
2025
Q2 		$5.71K Hold
251
– – ﹤0.01% 877
2025
Q1 		$5.62K Buy
+251
New +$5.58K ﹤0.01% 791

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

Rossby Financial's SCHI Position: Q2 2026 in Review

Rossby Financial increased its Schwab 5-10 Year Corporate Bond ETF (SCHI) stake by 142% in Q2 2026, buying an estimated $308K and bringing the position to 23,167 shares worth $525K. The position accounts for 0.1% of the portfolio, ranked #194.

Rossby Financial first reported a position in SCHI in Q1 2025 and has held it in 6 quarters since. 268 funds tracked by Wall St. Rank hold SCHI as of Q2 2026.

  • Rossby Financial held 23,167 shares of Schwab 5-10 Year Corporate Bond ETF worth $525K as of Q2 2026.
  • Rossby Financial bought 13,580 Schwab 5-10 Year Corporate Bond ETF shares in Q2 2026, an estimated $308K.
  • Schwab 5-10 Year Corporate Bond ETF made up 0.1% of Rossby Financial's portfolio in Q2 2026, its #194 holding.
  • Rossby Financial first reported a position in Schwab 5-10 Year Corporate Bond ETF in Q1 2025 and has held it in 6 quarters since.
  • 268 funds tracked by Wall St. Rank held Schwab 5-10 Year Corporate Bond ETF as of Q2 2026.

Based on Rossby Financial's 13F filing for Q2 2026, filed 4 Aug 2026.