SF
SCHI icon

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

Schaeffer 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 		$289K Buy
+12,786
New +$290K 0.22% 19
2024
Q2 		– Sell
-23,456
Closed -$522K – 18
2024
Q1 		$522K Buy
23,456
+2,472
+12% +$54.9K 0.52% 11
2023
Q4 		$472K Buy
+20,984
New +$449K 0.5% 11

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 22.96% 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

Schaeffer Financial's SCHI Position: Q2 2026 in Review

Schaeffer Financial opened a new position in Schwab 5-10 Year Corporate Bond ETF (SCHI) in Q2 2026: 12,786 shares worth $289K. The stake represents 0.22% of the portfolio and ranks #19 among its holdings. This is a return to the name: Schaeffer Financial previously reported a position in SCHI as recently as Q1 2024.

Schaeffer Financial first reported a position in SCHI in Q4 2023 and has held it in 3 quarters since. The position peaked at $522K in Q1 2024. 266 funds tracked by Wall St. Rank hold SCHI as of Q2 2026.

  • Schaeffer Financial held 12,786 shares of Schwab 5-10 Year Corporate Bond ETF worth $289K as of Q2 2026.
  • Schwab 5-10 Year Corporate Bond ETF was a new Schaeffer Financial position in Q2 2026.
  • Schwab 5-10 Year Corporate Bond ETF made up 0.22% of Schaeffer Financial's portfolio in Q2 2026, its #19 holding.
  • Schaeffer Financial first reported a position in Schwab 5-10 Year Corporate Bond ETF in Q4 2023 and has held it in 3 quarters since.
  • Schaeffer Financial's Schwab 5-10 Year Corporate Bond ETF position peaked at $522K in Q1 2024.
  • 266 funds tracked by Wall St. Rank held Schwab 5-10 Year Corporate Bond ETF as of Q2 2026.

Based on Schaeffer Financial's 13F filing for Q2 2026, filed 3 Aug 2026.