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
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
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

Stifel Financial's SCHI Position: Q2 2026 in Review

Stifel Financial increased its Schwab 5-10 Year Corporate Bond ETF (SCHI) stake by 1.6% in Q2 2026, buying an estimated $204K and bringing the position to 559,090 shares worth $12.7M. The position accounts for 0.01% of the portfolio, ranked #882.

Stifel Financial first reported a position in SCHI in Q4 2023 and has held it in 11 quarters since. 266 funds tracked by Wall St. Rank hold SCHI as of Q2 2026.

  • Stifel Financial held 559,090 shares of Schwab 5-10 Year Corporate Bond ETF worth $12.7M as of Q2 2026.
  • Stifel Financial bought 8,997 Schwab 5-10 Year Corporate Bond ETF shares in Q2 2026, an estimated $204K.
  • Schwab 5-10 Year Corporate Bond ETF made up 0.01% of Stifel Financial's portfolio in Q2 2026, its #882 holding.
  • Stifel Financial first reported a position in Schwab 5-10 Year Corporate Bond ETF in Q4 2023 and has held it in 11 quarters since.
  • 266 funds tracked by Wall St. Rank held Schwab 5-10 Year Corporate Bond ETF as of Q2 2026.

Based on Stifel Financial's 13F filing for Q2 2026, filed 12 Aug 2026.