Salomon & Ludwin’s Schwab 5-10 Year Corporate Bond ETF SCHI Stock Holding History

Salomon & Ludwin’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	$2.64K	Sell	117 -1	-0.8%	-$23	﹤0.01%	1929
2026 Q1	$2.68K	Hold	118	–	–	﹤0.01%	1893
2025 Q4	$2.71K	Hold	118	–	–	﹤0.01%	1948
2025 Q3	$2.72K	Sell	118 -250	-68%	-$5.71K	﹤0.01%	1925
2025 Q2	$8.35K	Buy	368 +250	+212%	+$5.58K	﹤0.01%	506
2025 Q1	$2.65K	Hold	118	–	–	﹤0.01%	567
2024 Q4	$2.6K	Buy	+118	New	+$2.65K	﹤0.01%	569

Other funds holding SCHI

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 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 40.91% 1-Year Est. Return

Salomon & Ludwin's SCHI Position: Q2 2026 in Review

Salomon & Ludwin reduced its Schwab 5-10 Year Corporate Bond ETF (SCHI) stake by 0.85% in Q2 2026, selling an estimated $23 and leaving 117 shares worth $2.64K. The position accounts for ﹤0.01% of the portfolio, ranked #1929.

Salomon & Ludwin first reported a position in SCHI in Q4 2024 and has held it in 7 quarters since. The position peaked at $8.35K in Q2 2025. 265 funds tracked by Wall St. Rank hold SCHI as of Q2 2026.

Salomon & Ludwin held 117 shares of Schwab 5-10 Year Corporate Bond ETF worth $2.64K as of Q2 2026.
Salomon & Ludwin sold 1 Schwab 5-10 Year Corporate Bond ETF share in Q2 2026, an estimated $23.
Schwab 5-10 Year Corporate Bond ETF made up ﹤0.01% of Salomon & Ludwin's portfolio in Q2 2026, its #1929 holding.
Salomon & Ludwin first reported a position in Schwab 5-10 Year Corporate Bond ETF in Q4 2024 and has held it in 7 quarters since.
Salomon & Ludwin's Schwab 5-10 Year Corporate Bond ETF position peaked at $8.35K in Q2 2025.
265 funds tracked by Wall St. Rank held Schwab 5-10 Year Corporate Bond ETF as of Q2 2026.

Based on Salomon & Ludwin's 13F filing for Q2 2026, filed 7 Aug 2026.