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Rothschild Investment LLC’s Schwab 5-10 Year Corporate Bond ETF SCHI Stock Holding History

Rothschild Investment LLC’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 		$13.7K Buy
607
+7
+1% +$159 ﹤0.01% 1717
2026
Q1 		$13.6K Buy
600
+5
+0.8% +$115 ﹤0.01% 1566
2025
Q4 		$13.7K Buy
595
+138
+30% +$3.18K ﹤0.01% 1463
2025
Q3 		$10.5K Buy
457
+215
+89% +$4.91K ﹤0.01% 1424
2025
Q2 		$5.51K Hold
242
– – ﹤0.01% 1471
2025
Q1 		$5.43K Hold
242
– – ﹤0.01% 1399
2024
Q4 		$5.34K Hold
242
– – ﹤0.01% 1326
2024
Q3 		$5.58K Hold
242
– – ﹤0.01% 1257
2024
Q2 		$5.34K Hold
242
– – ﹤0.01% 1199
2024
Q1 		$5.38K Buy
242
+20
+9% +$444 ﹤0.01% 1129
2023
Q4 		$4.99K Buy
+222
New +$4.75K ﹤0.01% 1081

Other funds holding SCHI

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 22.96% 1-Year Est. Return
BFG
Bouchey Financial Group Troy, New York $1.55B AUM 29.02% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
WFA
WestHill Financial Advisors San Rafael, California $587M AUM 20.13% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
CST
Charles Schwab Trust Henderson, Nevada $1.79B AUM 17.47% 1-Year Est. Return
VST
Van Strum & Towne San Francisco, California $367M AUM 19.6% 1-Year Est. Return
OAJ
Ogorek Anthony Joseph Williamsville, New York $403M AUM 22.57% 1-Year Est. Return
WCFP
White & Co Financial Planning Sunnyside, Washington $161M AUM 18.51% 1-Year Est. Return

Rothschild Investment LLC's SCHI Position: Q2 2026 in Review

Rothschild Investment LLC increased its Schwab 5-10 Year Corporate Bond ETF (SCHI) stake by 1.2% in Q2 2026, buying an estimated $159 and bringing the position to 607 shares worth $13.7K. The position accounts for ﹤0.01% of the portfolio, ranked #1717.

Rothschild Investment LLC first reported a position in SCHI in Q4 2023 and has held it in 11 quarters since. 158 funds tracked by Wall St. Rank hold SCHI as of Q2 2026.

  • Rothschild Investment LLC held 607 shares of Schwab 5-10 Year Corporate Bond ETF worth $13.7K as of Q2 2026.
  • Rothschild Investment LLC bought 7 Schwab 5-10 Year Corporate Bond ETF shares in Q2 2026, an estimated $159.
  • Schwab 5-10 Year Corporate Bond ETF made up ﹤0.01% of Rothschild Investment LLC's portfolio in Q2 2026, its #1717 holding.
  • Rothschild Investment LLC first reported a position in Schwab 5-10 Year Corporate Bond ETF in Q4 2023 and has held it in 11 quarters since.
  • 158 funds tracked by Wall St. Rank held Schwab 5-10 Year Corporate Bond ETF as of Q2 2026.

Based on Rothschild Investment LLC's 13F filing for Q2 2026, filed 6 Aug 2026.