Steward Partners Investment Advisory’s Schwab 5-10 Year Corporate Bond ETF SCHI Stock Holding History

Steward Partners Investment Advisory’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	$214K	Buy	9,443 +2,214	+31%	+$50.1K	﹤0.01%	2194
2026 Q1	$164K	Buy	7,229 +675	+10%	+$15.5K	﹤0.01%	2117
2025 Q4	$151K	Buy	6,554 +3,542	+118%	+$81.7K	﹤0.01%	2083
2025 Q3	$69.5K	Buy	3,012 +3,010	+150,500%	+$68.7K	﹤0.01%	2446
2025 Q2	$46	Sell	2 -10,091	-100%	-$225K	﹤0.01%	4064
2025 Q1	$227K	Buy	+10,093	New	+$224K	﹤0.01%	1585
2023 Q2	–	Sell	-792	Closed	-$17.7K	–	3379
2023 Q1	$17.7K	Buy	792 +190	+32%	+$4.19K	﹤0.01%	2296
2022 Q4	$13K	Buy	+602	New	+$12.9K	﹤0.01%	2449

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

Steward Partners Investment Advisory's SCHI Position: Q2 2026 in Review

Steward Partners Investment Advisory increased its Schwab 5-10 Year Corporate Bond ETF (SCHI) stake by 31% in Q2 2026, buying an estimated $50.1K and bringing the position to 9,443 shares worth $214K. The position accounts for ﹤0.01% of the portfolio, ranked #2194.

Steward Partners Investment Advisory first reported a position in SCHI in Q4 2022 and has held it in 8 quarters since. The position peaked at $227K in Q1 2025. 265 funds tracked by Wall St. Rank hold SCHI as of Q2 2026.

Steward Partners Investment Advisory held 9,443 shares of Schwab 5-10 Year Corporate Bond ETF worth $214K as of Q2 2026.
Steward Partners Investment Advisory bought 2,214 Schwab 5-10 Year Corporate Bond ETF shares in Q2 2026, an estimated $50.1K.
Schwab 5-10 Year Corporate Bond ETF made up ﹤0.01% of Steward Partners Investment Advisory's portfolio in Q2 2026, its #2194 holding.
Steward Partners Investment Advisory first reported a position in Schwab 5-10 Year Corporate Bond ETF in Q4 2022 and has held it in 8 quarters since.
Steward Partners Investment Advisory's Schwab 5-10 Year Corporate Bond ETF position peaked at $227K in Q1 2025.
265 funds tracked by Wall St. Rank held Schwab 5-10 Year Corporate Bond ETF as of Q2 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q2 2026, filed 13 Aug 2026.