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

Sequoia Financial Advisors’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 		$374K Sell
16,512
-6,635
-29% -$150K ﹤0.01% 1524
2026
Q1 		$525K Sell
23,147
-2,260
-9% -$51.8K ﹤0.01% 1250
2025
Q4 		$584K Sell
25,407
-3,336
-12% -$76.9K ﹤0.01% 1197
2025
Q3 		$663K Buy
28,743
+13,003
+83% +$297K ﹤0.01% 986
2025
Q2 		$358K Sell
15,740
-5,730
-27% -$128K ﹤0.01% 1165
2025
Q1 		$482K Buy
21,470
+4,210
+24% +$93.6K ﹤0.01% 864
2024
Q4 		$381K Sell
17,260
-3,096
-15% -$69.6K ﹤0.01% 915
2024
Q3 		$470K Buy
20,356
+1,150
+6% +$26.1K 0.01% 775
2024
Q2 		$423K Buy
19,206
+3,376
+21% +$74K 0.01% 760
2024
Q1 		$352K Sell
15,830
-2,088
-12% -$46.4K ﹤0.01% 800
2023
Q4 		$403K Sell
17,918
-9,226
-34% -$198K 0.01% 811
2023
Q3 		$573K Buy
+27,144
New +$587K 0.01% 477

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 40.91% 1-Year Est. Return

Sequoia Financial Advisors's SCHI Position: Q2 2026 in Review

Sequoia Financial Advisors reduced its Schwab 5-10 Year Corporate Bond ETF (SCHI) stake by 29% in Q2 2026, selling an estimated $150K and leaving 16,512 shares worth $374K. The position accounts for ﹤0.01% of the portfolio, ranked #1524.

Sequoia Financial Advisors first reported a position in SCHI in Q3 2023 and has held it in 12 quarters since. The position peaked at $663K in Q3 2025. 265 funds tracked by Wall St. Rank hold SCHI as of Q2 2026.

  • Sequoia Financial Advisors held 16,512 shares of Schwab 5-10 Year Corporate Bond ETF worth $374K as of Q2 2026.
  • Sequoia Financial Advisors sold 6,635 Schwab 5-10 Year Corporate Bond ETF shares in Q2 2026, an estimated $150K.
  • Schwab 5-10 Year Corporate Bond ETF made up ﹤0.01% of Sequoia Financial Advisors's portfolio in Q2 2026, its #1524 holding.
  • Sequoia Financial Advisors first reported a position in Schwab 5-10 Year Corporate Bond ETF in Q3 2023 and has held it in 12 quarters since.
  • Sequoia Financial Advisors's Schwab 5-10 Year Corporate Bond ETF position peaked at $663K in Q3 2025.
  • 265 funds tracked by Wall St. Rank held Schwab 5-10 Year Corporate Bond ETF as of Q2 2026.

Based on Sequoia Financial Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.