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

Stifel Financial’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 Q3	$11M	Sell	514,384 -44,706	-8%	-$990K	0.01%	937
2026 Q2	$12.7M	Buy	559,090 +8,997	+2%	+$204K	0.01%	882
2026 Q1	$12.5M	Buy	550,093 +6,153	+1%	+$141K	0.01%	853
2025 Q4	$12.5M	Buy	543,940 +38,515	+8%	+$888K	0.01%	843
2025 Q3	$11.7M	Buy	505,425 +43,756	+9%	+$999K	0.01%	871
2025 Q2	$10.5M	Buy	461,669 +173,697	+60%	+$3.88M	0.01%	855
2025 Q1	$6.47M	Sell	287,972 -23,781	-8%	-$529K	0.01%	1052
2024 Q4	$6.88M	Buy	311,753 +14,973	+5%	+$336K	0.01%	1036
2024 Q3	$6.85M	Buy	296,780 +99,572	+50%	+$2.26M	0.01%	1031
2024 Q2	$4.35M	Sell	197,208 -6,686	-3%	-$147K	﹤0.01%	1228
2024 Q1	$4.54M	Buy	203,894 +134,952	+196%	+$3M	0.01%	1202
2023 Q4	$1.55M	Buy	+68,942	New	+$1.48M	﹤0.01%	1847

Other funds holding SCHI

CAPTRUST Financial Advisors Raleigh, North Carolina $67.2B AUM 18.61% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

WestHill Financial Advisors San Rafael, California $597M AUM 13.09% 1-Year Est. Return

White & Co Financial Planning Sunnyside, Washington $151M AUM 8.16% 1-Year Est. Return

Ogorek Anthony Joseph Williamsville, New York $403M AUM 15.31% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

BCG

BRIA Capital Group Wesley Chapel, Florida $147M AUM 19.54% 1-Year Est. Return

Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return

FF Advisors Manhattan Beach, California $273M AUM 14.87% 1-Year Est. Return

Charles Schwab Trust Henderson, Nevada $1.73B AUM 11.35% 1-Year Est. Return

Stifel Financial's SCHI Position: Q3 2026 in Review

Stifel Financial reduced its Schwab 5-10 Year Corporate Bond ETF (SCHI) stake by 8% in Q3 2026, selling an estimated $990K and leaving 514,384 shares worth $11M. The position accounts for 0.01% of the portfolio, ranked #937.

Stifel Financial first reported a position in SCHI in Q4 2023 and has held it in 12 quarters since. The position peaked at $12.7M in Q2 2026. 201 funds tracked by Wall St. Rank hold SCHI as of Q3 2026.

Stifel Financial held 514,384 shares of Schwab 5-10 Year Corporate Bond ETF worth $11M as of Q3 2026.
Stifel Financial sold 44,706 Schwab 5-10 Year Corporate Bond ETF shares in Q3 2026, an estimated $990K.
Schwab 5-10 Year Corporate Bond ETF made up 0.01% of Stifel Financial's portfolio in Q3 2026, its #937 holding.
Stifel Financial first reported a position in Schwab 5-10 Year Corporate Bond ETF in Q4 2023 and has held it in 12 quarters since.
Stifel Financial's Schwab 5-10 Year Corporate Bond ETF position peaked at $12.7M in Q2 2026.
201 funds tracked by Wall St. Rank held Schwab 5-10 Year Corporate Bond ETF as of Q3 2026.

Based on Stifel Financial's 13F filing for Q3 2026, filed 12 Nov 2026.