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Triumph Capital Management’s Schwab 5-10 Year Corporate Bond ETF SCHI Stock Holding History

Triumph Capital 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
Q1 		– Sell
-1,797
Closed -$41.3K – 1887
2025
Q4 		$41.3K Buy
+1,797
New +$41.4K 0.01% 662

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RIG
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Envestnet Asset Management
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Raymond James Financial
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Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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 $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
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Triumph Capital Management's SCHI Position: Q1 2026 in Review

Triumph Capital Management sold out of Schwab 5-10 Year Corporate Bond ETF (SCHI) in Q1 2026, closing a stake of 1,797 shares — an estimated $41.3K sold.

Triumph Capital Management first reported a position in SCHI in Q4 2025 and held it in 1 quarter. The position peaked at $41.3K in Q4 2025. 258 funds tracked by Wall St. Rank hold SCHI as of Q1 2026.

  • Triumph Capital Management reported no remaining Schwab 5-10 Year Corporate Bond ETF position as of Q1 2026 after selling out during the quarter.
  • Triumph Capital Management sold 1,797 Schwab 5-10 Year Corporate Bond ETF shares in Q1 2026, an estimated $41.3K.
  • Triumph Capital Management first reported a position in Schwab 5-10 Year Corporate Bond ETF in Q4 2025 and held it in 1 quarter.
  • Triumph Capital Management's Schwab 5-10 Year Corporate Bond ETF position peaked at $41.3K in Q4 2025.
  • 258 funds tracked by Wall St. Rank held Schwab 5-10 Year Corporate Bond ETF as of Q1 2026.

Based on Triumph Capital Management's 13F filing for Q1 2026, filed 13 May 2026.