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Steigerwald Gordon & Koch’s Schwab 5-10 Year Corporate Bond ETF SCHI Stock Holding History

Steigerwald Gordon & Koch’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
-2,760
Closed -$62.6K – 779
2026
Q1 		$62.6K Sell
2,760
-434
-14% -$9.95K 0.01% 275
2025
Q4 		$73.4K Buy
3,194
+1,997
+167% +$46K 0.01% 258
2025
Q3 		$27.6K Buy
+1,197
New +$27.3K ﹤0.01% 385

Other funds holding SCHI

CAPTRUST Financial Advisors
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
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
PC
Permanens Capital New York $972M AUM 27.73% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return

Steigerwald Gordon & Koch's SCHI Position: Q2 2026 in Review

Steigerwald Gordon & Koch sold out of Schwab 5-10 Year Corporate Bond ETF (SCHI) in Q2 2026, closing a stake of 2,760 shares — an estimated $62.6K sold.

Steigerwald Gordon & Koch first reported a position in SCHI in Q3 2025 and held it in 3 quarters. The position peaked at $73.4K in Q4 2025. 265 funds tracked by Wall St. Rank hold SCHI as of Q2 2026.

  • Steigerwald Gordon & Koch reported no remaining Schwab 5-10 Year Corporate Bond ETF position as of Q2 2026 after selling out during the quarter.
  • Steigerwald Gordon & Koch sold 2,760 Schwab 5-10 Year Corporate Bond ETF shares in Q2 2026, an estimated $62.6K.
  • Steigerwald Gordon & Koch first reported a position in Schwab 5-10 Year Corporate Bond ETF in Q3 2025 and held it in 3 quarters.
  • Steigerwald Gordon & Koch's Schwab 5-10 Year Corporate Bond ETF position peaked at $73.4K in Q4 2025.
  • 265 funds tracked by Wall St. Rank held Schwab 5-10 Year Corporate Bond ETF as of Q2 2026.

Based on Steigerwald Gordon & Koch's 13F filing for Q2 2026, filed 23 Jul 2026.