Simplex Trading
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Simplex Trading’s Schwab 5-10 Year Corporate Bond ETF SCHI Stock Holding History

Simplex Trading’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 		$23.5K Buy
+1,038
New +$23.5K ﹤0.01% 6965
2026
Q1 		– Sell
-325
Closed -$7.46K – 10017
2025
Q4 		$7.46K Buy
325
+25
+8% +$576 ﹤0.01% 7176
2025
Q3 		$6K Buy
+300
New +$6.85K ﹤0.01% 8225

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

Simplex Trading's SCHI Position: Q2 2026 in Review

Simplex Trading opened a new position in Schwab 5-10 Year Corporate Bond ETF (SCHI) in Q2 2026: 1,038 shares worth $23.5K. The stake represents ﹤0.01% of the portfolio and ranks #6965 among its holdings. This is a return to the name: Simplex Trading previously reported a position in SCHI as recently as Q4 2025.

Simplex Trading first reported a position in SCHI in Q3 2025 and has held it in 3 quarters since. 267 funds tracked by Wall St. Rank hold SCHI as of Q2 2026.

  • Simplex Trading held 1,038 shares of Schwab 5-10 Year Corporate Bond ETF worth $23.5K as of Q2 2026.
  • Schwab 5-10 Year Corporate Bond ETF was a new Simplex Trading position in Q2 2026.
  • Schwab 5-10 Year Corporate Bond ETF made up ﹤0.01% of Simplex Trading's portfolio in Q2 2026, its #6965 holding.
  • Simplex Trading first reported a position in Schwab 5-10 Year Corporate Bond ETF in Q3 2025 and has held it in 3 quarters since.
  • 267 funds tracked by Wall St. Rank held Schwab 5-10 Year Corporate Bond ETF as of Q2 2026.

Based on Simplex Trading's 13F filing for Q2 2026, filed 12 Aug 2026.