Truist Financial’s Schwab 5-10 Year Corporate Bond ETF SCHI Stock Holding History

Truist Financial’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	$5.37M	Buy	237,072 +2,140	+0.9%	+$48.5K	0.01%	886
2026 Q1	$5.33M	Sell	234,932 -7,312	-3%	-$168K	0.01%	834
2025 Q4	$5.56M	Sell	242,244 -18,075	-7%	-$417K	0.01%	806
2025 Q3	$6.01M	Sell	260,319 -546	-0.2%	-$12.5K	0.01%	808
2025 Q2	$5.94M	Sell	260,865 -19,016	-7%	-$424K	0.01%	775
2025 Q1	$6.29M	Sell	279,881 -6,384	-2%	-$142K	0.01%	733
2024 Q4	$6.32M	Sell	286,265 -4,251	-1%	-$95.5K	0.01%	736
2024 Q3	$6.71M	Buy	290,516 +4,022	+1%	+$91.2K	0.01%	722
2024 Q2	$6.32M	Sell	286,494 -37,142	-11%	-$814K	0.01%	770
2024 Q1	$7.2M	Buy	+323,636	New	+$7.19M	0.01%	746

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

Truist Financial's SCHI Position: Q2 2026 in Review

Truist Financial increased its Schwab 5-10 Year Corporate Bond ETF (SCHI) stake by 0.91% in Q2 2026, buying an estimated $48.5K and bringing the position to 237,072 shares worth $5.37M. The position accounts for 0.01% of the portfolio, ranked #886.

Truist Financial first reported a position in SCHI in Q1 2024 and has held it in 10 quarters since. The position peaked at $7.2M in Q1 2024. 267 funds tracked by Wall St. Rank hold SCHI as of Q2 2026.

Truist Financial held 237,072 shares of Schwab 5-10 Year Corporate Bond ETF worth $5.37M as of Q2 2026.
Truist Financial bought 2,140 Schwab 5-10 Year Corporate Bond ETF shares in Q2 2026, an estimated $48.5K.
Schwab 5-10 Year Corporate Bond ETF made up 0.01% of Truist Financial's portfolio in Q2 2026, its #886 holding.
Truist Financial first reported a position in Schwab 5-10 Year Corporate Bond ETF in Q1 2024 and has held it in 10 quarters since.
Truist Financial's Schwab 5-10 Year Corporate Bond ETF position peaked at $7.2M in Q1 2024.
267 funds tracked by Wall St. Rank held Schwab 5-10 Year Corporate Bond ETF as of Q2 2026.

Based on Truist Financial's 13F filing for Q2 2026, filed 28 Jul 2026.