TD Private Client Wealth’s Schwab 5-10 Year Corporate Bond ETF SCHI Stock Holding History

TD Private Client Wealth’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	$7.44K	Hold	328	–	–	﹤0.01%	1138
2025 Q4	$7.53K	Sell	328 -18	-5%	-$415	﹤0.01%	1119
2025 Q3	$7.99K	Sell	346 -28	-7%	-$639	﹤0.01%	1089
2025 Q2	$8.51K	Sell	374 -22	-6%	-$491	﹤0.01%	1067
2025 Q1	$8.89K	Buy	396 +96	+32%	+$2.13K	﹤0.01%	1025
2024 Q4	$6.62K	Sell	300 -14	-4%	-$315	﹤0.01%	1089
2024 Q3	$7.25K	Hold	314	–	–	﹤0.01%	1087
2024 Q2	$6.92K	Sell	314 -6	-2%	-$132	﹤0.01%	1072
2024 Q1	$7.12K	Buy	+320	New	+$7.11K	﹤0.01%	1073

Other funds holding SCHI

CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B 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 Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

BFG

Bouchey Financial Group Troy, New York $1.36B AUM 13.96% 1-Year Est. Return

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 Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

TD Private Client Wealth's SCHI Position: Q1 2026 in Review

TD Private Client Wealth held its Schwab 5-10 Year Corporate Bond ETF (SCHI) position steady in Q1 2026 at 328 shares worth $7.44K. The position accounts for ﹤0.01% of the portfolio, ranked #1138.

TD Private Client Wealth first reported a position in SCHI in Q1 2024 and has held it in 9 quarters since. The position peaked at $8.89K in Q1 2025. 257 funds tracked by Wall St. Rank hold SCHI as of Q1 2026.

TD Private Client Wealth held 328 shares of Schwab 5-10 Year Corporate Bond ETF worth $7.44K as of Q1 2026.
TD Private Client Wealth left its Schwab 5-10 Year Corporate Bond ETF share count unchanged in Q1 2026.
Schwab 5-10 Year Corporate Bond ETF made up ﹤0.01% of TD Private Client Wealth's portfolio in Q1 2026, its #1138 holding.
TD Private Client Wealth first reported a position in Schwab 5-10 Year Corporate Bond ETF in Q1 2024 and has held it in 9 quarters since.
TD Private Client Wealth's Schwab 5-10 Year Corporate Bond ETF position peaked at $8.89K in Q1 2025.
257 funds tracked by Wall St. Rank held Schwab 5-10 Year Corporate Bond ETF as of Q1 2026.

Based on TD Private Client Wealth's 13F filing for Q1 2026, filed 27 Apr 2026.