Smartleaf Asset Management’s Schwab 5-10 Year Corporate Bond ETF SCHI Stock Holding History

Smartleaf Asset Management’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	$9.06K	Buy	422 +152	+56%	+$3.37K	﹤0.01%	2473
2026 Q2	$6.14K	Hold	270	–	–	﹤0.01%	2601
2026 Q1	$6.09K	Sell	270 -137	-34%	-$3.14K	﹤0.01%	2578
2025 Q4	$9.38K	Sell	407 -53	-12%	-$1.22K	﹤0.01%	2424
2025 Q3	$10.6K	Buy	460 +450	+4,500%	+$10.3K	﹤0.01%	2088
2025 Q2	$226	Hold	10	–	–	﹤0.01%	2656
2025 Q1	$224	Buy	+10	New	+$222	﹤0.01%	2782

Other funds holding SCHI

CAPTRUST Financial Advisors Raleigh, North Carolina $67.2B AUM 18.61% 1-Year Est. Return

RiverFront Investment Group Richmond, Virginia $8.06B AUM 17.38% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

Bouchey Financial Group Troy, New York $1.59B AUM 23.53% 1-Year Est. Return

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

Janney Montgomery Scott Philadelphia, Pennsylvania $52.3B AUM 19.7% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $121B AUM 21.47% 1-Year Est. Return

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

Ogorek Anthony Joseph Williamsville, New York $403M AUM 15.31% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Smartleaf Asset Management's SCHI Position: Q3 2026 in Review

Smartleaf Asset Management increased its Schwab 5-10 Year Corporate Bond ETF (SCHI) stake by 56% in Q3 2026, buying an estimated $3.37K and bringing the position to 422 shares worth $9.06K. The position accounts for ﹤0.01% of the portfolio, ranked #2473.

Smartleaf Asset Management first reported a position in SCHI in Q1 2025 and has held it in 7 quarters since. The position peaked at $10.6K in Q3 2025. 242 funds tracked by Wall St. Rank hold SCHI as of Q3 2026.

Smartleaf Asset Management held 422 shares of Schwab 5-10 Year Corporate Bond ETF worth $9.06K as of Q3 2026.
Smartleaf Asset Management bought 152 Schwab 5-10 Year Corporate Bond ETF shares in Q3 2026, an estimated $3.37K.
Schwab 5-10 Year Corporate Bond ETF made up ﹤0.01% of Smartleaf Asset Management's portfolio in Q3 2026, its #2473 holding.
Smartleaf Asset Management first reported a position in Schwab 5-10 Year Corporate Bond ETF in Q1 2025 and has held it in 7 quarters since.
Smartleaf Asset Management's Schwab 5-10 Year Corporate Bond ETF position peaked at $10.6K in Q3 2025.
242 funds tracked by Wall St. Rank held Schwab 5-10 Year Corporate Bond ETF as of Q3 2026.

Based on Smartleaf Asset Management's 13F filing for Q3 2026, filed 10 Nov 2026.