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Sigma Planning Corp’s Schwab 5-10 Year Corporate Bond ETF SCHI Stock Holding History

Sigma Planning Corp’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 		$709K Buy
31,313
+450
+1% +$10.2K 0.02% 748
2026
Q1 		$700K Buy
+30,863
New +$708K 0.02% 710

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

Sigma Planning Corp's SCHI Position: Q2 2026 in Review

Sigma Planning Corp increased its Schwab 5-10 Year Corporate Bond ETF (SCHI) stake by 1.5% in Q2 2026, buying an estimated $10.2K and bringing the position to 31,313 shares worth $709K. The position accounts for 0.02% of the portfolio, ranked #748.

Sigma Planning Corp first reported a position in SCHI in Q1 2026 and has held it in 2 quarters since. 265 funds tracked by Wall St. Rank hold SCHI as of Q2 2026.

  • Sigma Planning Corp held 31,313 shares of Schwab 5-10 Year Corporate Bond ETF worth $709K as of Q2 2026.
  • Sigma Planning Corp bought 450 Schwab 5-10 Year Corporate Bond ETF shares in Q2 2026, an estimated $10.2K.
  • Schwab 5-10 Year Corporate Bond ETF made up 0.02% of Sigma Planning Corp's portfolio in Q2 2026, its #748 holding.
  • Sigma Planning Corp first reported a position in Schwab 5-10 Year Corporate Bond ETF in Q1 2026 and has held it in 2 quarters since.
  • 265 funds tracked by Wall St. Rank held Schwab 5-10 Year Corporate Bond ETF as of Q2 2026.

Based on Sigma Planning Corp's 13F filing for Q2 2026, filed 7 Aug 2026.