Sound Income Strategies’s Schwab 5-10 Year Corporate Bond ETF SCHI Stock Holding History

Sound Income Strategies’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	–	Sell	-938	Closed	-$21.2K	–	2047
2026 Q1	$21.2K	Buy	938 +48	+5%	+$1.1K	﹤0.01%	1155
2025 Q4	$20.4K	Buy	+890	New	+$20.5K	﹤0.01%	1140
2025 Q2	–	Sell	-263	Closed	-$5.91K	–	1692
2025 Q1	$5.91K	Hold	263	–	–	﹤0.01%	1025
2024 Q4	$5.8K	Buy	+263	New	+$5.91K	﹤0.01%	957

Other funds holding SCHI

RIG

RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

BFG

Bouchey Financial Group Troy, New York $1.55B AUM 29.02% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

WFA

WestHill Financial Advisors San Rafael, California $587M AUM 20.13% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

CST

Charles Schwab Trust Henderson, Nevada $1.79B AUM 17.47% 1-Year Est. Return

VST

Van Strum & Towne San Francisco, California $367M AUM 19.6% 1-Year Est. Return

OAJ

Ogorek Anthony Joseph Williamsville, New York $403M AUM 22.57% 1-Year Est. Return

Sound Income Strategies's SCHI Position: Q2 2026 in Review

Sound Income Strategies sold out of Schwab 5-10 Year Corporate Bond ETF (SCHI) in Q2 2026, closing a stake of 938 shares — an estimated $21.2K sold.

Sound Income Strategies first reported a position in SCHI in Q4 2024 and held it in 4 quarters. The position peaked at $21.2K in Q1 2026. 204 funds tracked by Wall St. Rank hold SCHI as of Q2 2026.

Sound Income Strategies reported no remaining Schwab 5-10 Year Corporate Bond ETF position as of Q2 2026 after selling out during the quarter.
Sound Income Strategies sold 938 Schwab 5-10 Year Corporate Bond ETF shares in Q2 2026, an estimated $21.2K.
Sound Income Strategies first reported a position in Schwab 5-10 Year Corporate Bond ETF in Q4 2024 and held it in 4 quarters.
Sound Income Strategies's Schwab 5-10 Year Corporate Bond ETF position peaked at $21.2K in Q1 2026.
204 funds tracked by Wall St. Rank held Schwab 5-10 Year Corporate Bond ETF as of Q2 2026.

Based on Sound Income Strategies's 13F filing for Q2 2026, filed 20 Jul 2026.