Seek First’s Schwab 5-10 Year Corporate Bond ETF SCHI Stock Holding History

Seek First’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	$4.24M	Sell	187,106 -7,226	-4%	-$164K	2.67%	9
2026 Q1	$4.41M	Buy	194,332 +1,108	+0.6%	+$25.4K	3.11%	8
2025 Q4	$4.44M	Buy	193,224 +4,128	+2%	+$95.2K	3.06%	7
2025 Q3	$4.36M	Buy	189,096 +4,308	+2%	+$98.3K	3.14%	8
2025 Q2	$4.21M	Buy	184,788 +18,306	+11%	+$408K	3.41%	7
2025 Q1	$3.74M	Buy	+166,482	New	+$3.7M	3.32%	7

Other funds holding SCHI

RIG

RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return

BFG

Bouchey Financial Group Troy, New York $1.55B AUM 29.02% 1-Year Est. Return

WFA

WestHill Financial Advisors San Rafael, California $587M AUM 20.13% 1-Year Est. Return

CST

Charles Schwab Trust Henderson, Nevada $1.79B AUM 17.47% 1-Year Est. Return

WCFP

White & Co Financial Planning Sunnyside, Washington $161M AUM 18.51% 1-Year Est. Return

FF Advisors Manhattan Beach, California $267M AUM 22.35% 1-Year Est. Return

WWM

WT Wealth Management Scottsdale, Arizona $361M AUM 23.03% 1-Year Est. Return

KFS

Kaizen Financial Strategies Campbell, California $308M AUM 41.73% 1-Year Est. Return

Systelligence LLC Bloomington, Minnesota $599M AUM 24.4% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Seek First's SCHI Position: Q2 2026 in Review

Seek First reduced its Schwab 5-10 Year Corporate Bond ETF (SCHI) stake by 3.7% in Q2 2026, selling an estimated $164K and leaving 187,106 shares worth $4.24M. The position accounts for 2.67% of the portfolio, ranked #9.

Seek First first reported a position in SCHI in Q1 2025 and has held it in 6 quarters since. The position peaked at $4.44M in Q4 2025. 112 funds tracked by Wall St. Rank hold SCHI as of Q2 2026.

Seek First held 187,106 shares of Schwab 5-10 Year Corporate Bond ETF worth $4.24M as of Q2 2026.
Seek First sold 7,226 Schwab 5-10 Year Corporate Bond ETF shares in Q2 2026, an estimated $164K.
Schwab 5-10 Year Corporate Bond ETF made up 2.67% of Seek First's portfolio in Q2 2026, its #9 holding.
Seek First first reported a position in Schwab 5-10 Year Corporate Bond ETF in Q1 2025 and has held it in 6 quarters since.
Seek First's Schwab 5-10 Year Corporate Bond ETF position peaked at $4.44M in Q4 2025.
112 funds tracked by Wall St. Rank held Schwab 5-10 Year Corporate Bond ETF as of Q2 2026.

Based on Seek First's 13F filing for Q2 2026, filed 28 Jul 2026.