Stifel Financial
SCHI icon

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
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
CAPTRUST Financial Advisors Raleigh, North Carolina $57.2B AUM 18.32% 1-Year Est. Return
RIG
RiverFront Investment Group Richmond, Virginia $6.46B AUM 18.45% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return
BFG
Bouchey Financial Group Troy, New York $1.36B AUM 13.96% 1-Year Est. Return
PC
Permanens Capital New York $776M AUM 30.08% 1-Year Est. Return
LAM
L2 Asset Management Wayland, Massachusetts $1.05B AUM 29.07% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return