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Synergy Investment Management’s Schwab 5-10 Year Corporate Bond ETF SCHI Stock Holding History

Synergy Investment Management’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 		– Sell
-1,000
Closed -$22.7K – 1175
2026
Q1 		$22.7K Buy
+1,000
New +$22.9K 0.01% 381

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AC
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Ameriprise
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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

Synergy Investment Management's SCHI Position: Q2 2026 in Review

Synergy Investment Management sold out of Schwab 5-10 Year Corporate Bond ETF (SCHI) in Q2 2026, closing a stake of 1,000 shares — an estimated $22.7K sold.

Synergy Investment Management first reported a position in SCHI in Q1 2026 and held it in 1 quarter. The position peaked at $22.7K in Q1 2026. 265 funds tracked by Wall St. Rank hold SCHI as of Q2 2026.

  • Synergy Investment Management reported no remaining Schwab 5-10 Year Corporate Bond ETF position as of Q2 2026 after selling out during the quarter.
  • Synergy Investment Management sold 1,000 Schwab 5-10 Year Corporate Bond ETF shares in Q2 2026, an estimated $22.7K.
  • Synergy Investment Management first reported a position in Schwab 5-10 Year Corporate Bond ETF in Q1 2026 and held it in 1 quarter.
  • Synergy Investment Management's Schwab 5-10 Year Corporate Bond ETF position peaked at $22.7K in Q1 2026.
  • 265 funds tracked by Wall St. Rank held Schwab 5-10 Year Corporate Bond ETF as of Q2 2026.

Based on Synergy Investment Management's 13F filing for Q2 2026, filed 14 Aug 2026.