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Spartan Wealth Advisory Services LLC’s Schwab 5-10 Year Corporate Bond ETF SCHI Stock Holding History

Spartan Wealth Advisory Services LLC’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 		$368K Buy
16,235
+300
+2% +$6.79K 0.03% 240
2026
Q1 		$361K Buy
+15,935
New +$365K 0.03% 240

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RIG
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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
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

Spartan Wealth Advisory Services LLC's SCHI Position: Q2 2026 in Review

Spartan Wealth Advisory Services LLC increased its Schwab 5-10 Year Corporate Bond ETF (SCHI) stake by 1.9% in Q2 2026, buying an estimated $6.79K and bringing the position to 16,235 shares worth $368K. The position accounts for 0.03% of the portfolio, ranked #240.

Spartan Wealth Advisory Services LLC first reported a position in SCHI in Q1 2026 and has held it in 2 quarters since. 250 funds tracked by Wall St. Rank hold SCHI as of Q2 2026.

  • Spartan Wealth Advisory Services LLC held 16,235 shares of Schwab 5-10 Year Corporate Bond ETF worth $368K as of Q2 2026.
  • Spartan Wealth Advisory Services LLC bought 300 Schwab 5-10 Year Corporate Bond ETF shares in Q2 2026, an estimated $6.79K.
  • Schwab 5-10 Year Corporate Bond ETF made up 0.03% of Spartan Wealth Advisory Services LLC's portfolio in Q2 2026, its #240 holding.
  • Spartan Wealth Advisory Services LLC first reported a position in Schwab 5-10 Year Corporate Bond ETF in Q1 2026 and has held it in 2 quarters since.
  • 250 funds tracked by Wall St. Rank held Schwab 5-10 Year Corporate Bond ETF as of Q2 2026.

Based on Spartan Wealth Advisory Services LLC's 13F filing for Q2 2026, filed 5 Aug 2026.