Sowell Financial Services’s Schwab 5-10 Year Corporate Bond ETF SCHI Stock Holding History

Sowell Financial Services’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	-9,033	Closed	-$205K	–	1216
2026 Q1	$205K	Sell	9,033 -70	-0.8%	-$1.61K	0.01%	1043
2025 Q4	$209K	Sell	9,103 -11	-0.1%	-$254	0.01%	1015
2025 Q3	$210K	Buy	9,114 +6	+0.1%	+$137	0.01%	984
2025 Q2	$207K	Sell	9,108 -784	-8%	-$17.5K	0.01%	953
2025 Q1	$222K	Sell	9,892 -531	-5%	-$11.8K	0.01%	890
2024 Q4	$230K	Buy	+10,423	New	+$234K	0.01%	497
2021 Q2	–	Sell	-3,250	Closed	-$84K	–	2310
2021 Q1	$84K	Buy	3,250 +1,396	+75%	+$36.7K	﹤0.01%	1444
2020 Q4	$50K	Buy	+1,854	New	+$49.2K	﹤0.01%	1404

Other funds holding SCHI

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

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Allstate Corporation Northbrook, Illinois $10B AUM 30.74% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

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

Permanens Capital New York $972M AUM 27.73% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return

Sowell Financial Services's SCHI Position: Q2 2026 in Review

Sowell Financial Services sold out of Schwab 5-10 Year Corporate Bond ETF (SCHI) in Q2 2026, closing a stake of 9,033 shares — an estimated $205K sold.

Sowell Financial Services first reported a position in SCHI in Q4 2020 and held it in 8 quarters. The position peaked at $230K in Q4 2024. 266 funds tracked by Wall St. Rank hold SCHI as of Q2 2026.

Sowell Financial Services reported no remaining Schwab 5-10 Year Corporate Bond ETF position as of Q2 2026 after selling out during the quarter.
Sowell Financial Services sold 9,033 Schwab 5-10 Year Corporate Bond ETF shares in Q2 2026, an estimated $205K.
Sowell Financial Services first reported a position in Schwab 5-10 Year Corporate Bond ETF in Q4 2020 and held it in 8 quarters.
Sowell Financial Services's Schwab 5-10 Year Corporate Bond ETF position peaked at $230K in Q4 2024.
266 funds tracked by Wall St. Rank held Schwab 5-10 Year Corporate Bond ETF as of Q2 2026.

Based on Sowell Financial Services's 13F filing for Q2 2026, filed 20 Jul 2026.