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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
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
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return
RIG
RiverFront Investment Group Richmond, Virginia $6.46B AUM 18.45% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
BFG
Bouchey Financial Group Troy, New York $1.36B AUM 13.96% 1-Year Est. Return
PC
Permanens Capital New York $776M AUM 30.08% 1-Year Est. Return
LAM
L2 Asset Management Wayland, Massachusetts $1.05B AUM 29.07% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Smartleaf Asset Management's SCHI Position: Q1 2026 in Review

Smartleaf Asset Management reduced its Schwab 5-10 Year Corporate Bond ETF (SCHI) stake by 34% in Q1 2026, selling an estimated $3.14K and leaving 270 shares worth $6.09K. The position accounts for ﹤0.01% of the portfolio, ranked #2578.

Smartleaf Asset Management first reported a position in SCHI in Q1 2025 and has held it in 5 quarters since. The position peaked at $10.6K in Q3 2025. 257 funds tracked by Wall St. Rank hold SCHI as of Q1 2026.

  • Smartleaf Asset Management held 270 shares of Schwab 5-10 Year Corporate Bond ETF worth $6.09K as of Q1 2026.
  • Smartleaf Asset Management sold 137 Schwab 5-10 Year Corporate Bond ETF shares in Q1 2026, an estimated $3.14K.
  • Schwab 5-10 Year Corporate Bond ETF made up ﹤0.01% of Smartleaf Asset Management's portfolio in Q1 2026, its #2578 holding.
  • Smartleaf Asset Management first reported a position in Schwab 5-10 Year Corporate Bond ETF in Q1 2025 and has held it in 5 quarters since.
  • Smartleaf Asset Management's Schwab 5-10 Year Corporate Bond ETF position peaked at $10.6K in Q3 2025.
  • 257 funds tracked by Wall St. Rank held Schwab 5-10 Year Corporate Bond ETF as of Q1 2026.

Based on Smartleaf Asset Management's 13F filing for Q1 2026, filed 15 May 2026.