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

Savant Capital’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	$2.63M	Buy	116,167 +56,962	+96%	+$1.29M	0.01%	540
2026 Q1	$1.34M	Buy	59,205 +7,733	+15%	+$177K	0.01%	527
2025 Q4	$1.18M	Sell	51,472 -7,459	-13%	-$172K	0.01%	538
2025 Q3	$1.36M	Sell	58,931 -2,372	-4%	-$54.2K	0.01%	471
2025 Q2	$1.4M	Sell	61,303 -6,464	-10%	-$144K	0.01%	435
2025 Q1	$1.52M	Sell	67,767 -5,073	-7%	-$113K	0.01%	379
2024 Q4	$1.61M	Buy	+72,840	New	+$1.64M	0.01%	502

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

Savant Capital's SCHI Position: Q2 2026 in Review

Savant Capital increased its Schwab 5-10 Year Corporate Bond ETF (SCHI) stake by 96% in Q2 2026, buying an estimated $1.29M and bringing the position to 116,167 shares worth $2.63M. The position accounts for 0.01% of the portfolio, ranked #540.

Savant Capital first reported a position in SCHI in Q4 2024 and has held it in 7 quarters since. 265 funds tracked by Wall St. Rank hold SCHI as of Q2 2026.

Savant Capital held 116,167 shares of Schwab 5-10 Year Corporate Bond ETF worth $2.63M as of Q2 2026.
Savant Capital bought 56,962 Schwab 5-10 Year Corporate Bond ETF shares in Q2 2026, an estimated $1.29M.
Schwab 5-10 Year Corporate Bond ETF made up 0.01% of Savant Capital's portfolio in Q2 2026, its #540 holding.
Savant Capital first reported a position in Schwab 5-10 Year Corporate Bond ETF in Q4 2024 and has held it in 7 quarters since.
265 funds tracked by Wall St. Rank held Schwab 5-10 Year Corporate Bond ETF as of Q2 2026.

Based on Savant Capital's 13F filing for Q2 2026, filed 10 Aug 2026.