UBS Group’s Schwab 5-10 Year Corporate Bond ETF SCHI Stock Holding History

UBS Group’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	$49.2K	Buy	2,175 +1,880	+637%	+$42.6K	﹤0.01%	7572
2026 Q1	$6.69K	Buy	+295	New	+$6.77K	﹤0.01%	8663
2025 Q4	–	Sell	-60	Closed	-$1.39K	–	11085
2025 Q3	$1.39K	Buy	+60	New	+$1.37K	﹤0.01%	9361
2024 Q2	–	Sell	-328	Closed	-$7.3K	–	10017
2024 Q1	$7.3K	Sell	328 -488	-60%	-$10.8K	﹤0.01%	7394
2023 Q4	$18.3K	Sell	816 -5,202	-86%	-$111K	﹤0.01%	7155
2023 Q3	$127K	Sell	6,018 -2,412	-29%	-$52.2K	﹤0.01%	5676
2023 Q2	$186K	Buy	+8,430	New	+$187K	﹤0.01%	5534
2022 Q4	–	Sell	-5,982	Closed	-$126K	–	11085
2022 Q3	$126K	Buy	+5,982	New	+$133K	﹤0.01%	5505
2022 Q2	–	Sell	-1,580	Closed	-$38K	–	10856
2022 Q1	$38K	Buy	1,580 +962	+156%	+$23.8K	﹤0.01%	6764
2021 Q4	$16K	Buy	+618	New	+$16K	﹤0.01%	8177
2021 Q2	–	Sell	-6,310	Closed	-$162K	–	9761
2021 Q1	$162K	Buy	+6,310	New	+$166K	﹤0.01%	5618
2020 Q4	–	Sell	-4,234	Closed	-$112K	–	8698
2020 Q3	$112K	Buy	+4,234	New	+$112K	﹤0.01%	5119
2020 Q2	–	Sell	-5,214	Closed	-$125K	–	8300
2020 Q1	$125K	Buy	+5,214	New	+$130K	﹤0.01%	5088

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 40.91% 1-Year Est. Return

UBS Group's SCHI Position: Q2 2026 in Review

UBS Group increased its Schwab 5-10 Year Corporate Bond ETF (SCHI) stake by 637% in Q2 2026, buying an estimated $42.6K and bringing the position to 2,175 shares worth $49.2K. The position accounts for ﹤0.01% of the portfolio, ranked #7572.

UBS Group first reported a position in SCHI in Q1 2020 and has held it in 13 quarters since. The position peaked at $186K in Q2 2023. 266 funds tracked by Wall St. Rank hold SCHI as of Q2 2026.

UBS Group held 2,175 shares of Schwab 5-10 Year Corporate Bond ETF worth $49.2K as of Q2 2026.
UBS Group bought 1,880 Schwab 5-10 Year Corporate Bond ETF shares in Q2 2026, an estimated $42.6K.
Schwab 5-10 Year Corporate Bond ETF made up ﹤0.01% of UBS Group's portfolio in Q2 2026, its #7572 holding.
UBS Group first reported a position in Schwab 5-10 Year Corporate Bond ETF in Q1 2020 and has held it in 13 quarters since.
UBS Group's Schwab 5-10 Year Corporate Bond ETF position peaked at $186K in Q2 2023.
266 funds tracked by Wall St. Rank held Schwab 5-10 Year Corporate Bond ETF as of Q2 2026.

Based on UBS Group's 13F filing for Q2 2026, filed 13 Aug 2026.