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 Q3	$244K	Sell	11,381 -1,405	-11%	-$31.1K	0.19%	26
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

WestHill Financial Advisors San Rafael, California $597M AUM 13.09% 1-Year Est. Return

White & Co Financial Planning Sunnyside, Washington $151M AUM 8.16% 1-Year Est. Return

BCG

BRIA Capital Group Wesley Chapel, Florida $147M AUM 19.54% 1-Year Est. Return

FF Advisors Manhattan Beach, California $273M AUM 14.87% 1-Year Est. Return

Charles Schwab Trust Henderson, Nevada $1.73B AUM 11.35% 1-Year Est. Return

Kaizen Financial Strategies Campbell, California $254M AUM 28.38% 1-Year Est. Return

Bank of New Hampshire Laconia, New Hampshire $463M AUM 23.57% 1-Year Est. Return

Bestgate Wealth Advisors Frederick, Maryland $158M AUM 16.38% 1-Year Est. Return

Prairiewood Capital Fargo, North Dakota $396M AUM 9.38% 1-Year Est. Return

Wealth Forward LLC Fargo, North Dakota $221M AUM 10.49% 1-Year Est. Return

Schaeffer Financial's SCHI Position: Q3 2026 in Review

Schaeffer Financial reduced its Schwab 5-10 Year Corporate Bond ETF (SCHI) stake by 11% in Q3 2026, selling an estimated $31.1K and leaving 11,381 shares worth $244K. The position accounts for 0.19% of the portfolio, ranked #26.

Schaeffer Financial first reported a position in SCHI in Q4 2023 and has held it in 4 quarters since. The position peaked at $522K in Q1 2024. 94 funds tracked by Wall St. Rank hold SCHI as of Q3 2026.

Schaeffer Financial held 11,381 shares of Schwab 5-10 Year Corporate Bond ETF worth $244K as of Q3 2026.
Schaeffer Financial sold 1,405 Schwab 5-10 Year Corporate Bond ETF shares in Q3 2026, an estimated $31.1K.
Schwab 5-10 Year Corporate Bond ETF made up 0.19% of Schaeffer Financial's portfolio in Q3 2026, its #26 holding.
Schaeffer Financial first reported a position in Schwab 5-10 Year Corporate Bond ETF in Q4 2023 and has held it in 4 quarters since.
Schaeffer Financial's Schwab 5-10 Year Corporate Bond ETF position peaked at $522K in Q1 2024.
94 funds tracked by Wall St. Rank held Schwab 5-10 Year Corporate Bond ETF as of Q3 2026.

Based on Schaeffer Financial's 13F filing for Q3 2026, filed 23 Oct 2026.