Tradition Wealth Management’s Schwab 5-10 Year Corporate Bond ETF SCHI Stock Holding History

Tradition Wealth 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	$279K	Buy	12,309 +8	+0.1%	+$181	0.02%	429
2026 Q1	$279K	Sell	12,301 -197	-2%	-$4.52K	0.02%	404
2025 Q4	$287K	Sell	12,498 -1,593	-11%	-$36.7K	0.02%	393
2025 Q3	$325K	Sell	14,091 -281	-2%	-$6.42K	0.02%	354
2025 Q2	$327K	Sell	14,372 -488	-3%	-$10.9K	0.03%	332
2025 Q1	$334K	Hold	14,860	–	–	0.03%	317
2024 Q4	$328K	Sell	14,860 -308	-2%	-$6.92K	0.03%	309
2024 Q3	$350K	Hold	15,168	–	–	0.03%	298
2024 Q2	$334K	Buy	15,168 +114	+0.8%	+$2.5K	0.03%	295
2024 Q1	$335K	Buy	15,054 +14,506	+2,647%	+$322K	0.03%	289
2023 Q4	$12K	Buy	548 +268	+96%	+$5.74K	﹤0.01%	967
2023 Q3	$6K	Buy	+280	New	+$6.06K	﹤0.01%	1140

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

Allstate Corporation Northbrook, Illinois $10B AUM 30.74% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

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

Permanens Capital New York $972M AUM 27.73% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

Tradition Wealth Management's SCHI Position: Q2 2026 in Review

Tradition Wealth Management increased its Schwab 5-10 Year Corporate Bond ETF (SCHI) stake by 0.07% in Q2 2026, buying an estimated $181 and bringing the position to 12,309 shares worth $279K. The position accounts for 0.02% of the portfolio, ranked #429.

Tradition Wealth Management first reported a position in SCHI in Q3 2023 and has held it in 12 quarters since. The position peaked at $350K in Q3 2024. 267 funds tracked by Wall St. Rank hold SCHI as of Q2 2026.

Tradition Wealth Management held 12,309 shares of Schwab 5-10 Year Corporate Bond ETF worth $279K as of Q2 2026.
Tradition Wealth Management bought 8 Schwab 5-10 Year Corporate Bond ETF shares in Q2 2026, an estimated $181.
Schwab 5-10 Year Corporate Bond ETF made up 0.02% of Tradition Wealth Management's portfolio in Q2 2026, its #429 holding.
Tradition Wealth Management first reported a position in Schwab 5-10 Year Corporate Bond ETF in Q3 2023 and has held it in 12 quarters since.
Tradition Wealth Management's Schwab 5-10 Year Corporate Bond ETF position peaked at $350K in Q3 2024.
267 funds tracked by Wall St. Rank held Schwab 5-10 Year Corporate Bond ETF as of Q2 2026.

Based on Tradition Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.