Sunbelt Securities’s Schwab 5-10 Year Corporate Bond ETF SCHI Stock Holding History

Sunbelt Securities’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	$911	Buy	+40	New	+$917	﹤0.01%	2123
2025 Q3	–	Sell	-134	Closed	-$2.96K	–	2840
2025 Q2	$2.96K	Buy	+134	New	+$2.99K	﹤0.01%	1541
2025 Q1	–	Sell	-134	Closed	-$2.96K	–	1885
2024 Q4	$2.96K	Hold	134	–	–	﹤0.01%	1543
2024 Q3	$3.09K	Hold	134	–	–	﹤0.01%	1543
2024 Q2	$2.96K	Hold	134	–	–	﹤0.01%	1484
2024 Q1	$2.98K	Hold	134	–	–	﹤0.01%	1456
2023 Q4	$3.01K	Hold	134	–	–	﹤0.01%	1395
2023 Q3	$2.83K	Buy	+134	New	+$2.9K	﹤0.01%	1422

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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 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

LAM

L2 Asset Management Wayland, Massachusetts $963M AUM 38.06% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Sunbelt Securities's SCHI Position: Q1 2026 in Review

Sunbelt Securities opened a new position in Schwab 5-10 Year Corporate Bond ETF (SCHI) in Q1 2026: 40 shares worth $911. The stake represents ﹤0.01% of the portfolio and ranks #2123 among its holdings. This is a return to the name: Sunbelt Securities previously reported a position in SCHI as recently as Q2 2025.

Sunbelt Securities first reported a position in SCHI in Q3 2023 and has held it in 8 quarters since. The position peaked at $3.09K in Q3 2024. 258 funds tracked by Wall St. Rank hold SCHI as of Q1 2026.

Sunbelt Securities held 40 shares of Schwab 5-10 Year Corporate Bond ETF worth $911 as of Q1 2026.
Schwab 5-10 Year Corporate Bond ETF was a new Sunbelt Securities position in Q1 2026.
Schwab 5-10 Year Corporate Bond ETF made up ﹤0.01% of Sunbelt Securities's portfolio in Q1 2026, its #2123 holding.
Sunbelt Securities first reported a position in Schwab 5-10 Year Corporate Bond ETF in Q3 2023 and has held it in 8 quarters since.
Sunbelt Securities's Schwab 5-10 Year Corporate Bond ETF position peaked at $3.09K in Q3 2024.
258 funds tracked by Wall St. Rank held Schwab 5-10 Year Corporate Bond ETF as of Q1 2026.

Based on Sunbelt Securities's 13F filing for Q1 2026, filed 18 May 2026.