United Capital Financial Advisors
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United Capital Financial Advisors’s Schwab 5-10 Year Corporate Bond ETF SCHI Stock Holding History

United Capital Financial Advisors’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 		$224K Sell
9,868
-2,515
-20% -$57K ﹤0.01% 1506
2026
Q1 		$281K Sell
12,383
-27
-0.2% -$619 ﹤0.01% 1386
2025
Q4 		$285K Buy
+12,410
New +$286K ﹤0.01% 1190
2022
Q3 		– Sell
-10,406
Closed -$232K – 1144
2022
Q2 		$232K Sell
10,406
-8,786
-46% -$200K ﹤0.01% 1013
2022
Q1 		$459K Sell
19,192
-8,302
-30% -$205K ﹤0.01% 858
2021
Q4 		$710K Sell
27,494
-9,188
-25% -$238K ﹤0.01% 770
2021
Q3 		$957K Sell
36,682
-4,696
-11% -$124K ﹤0.01% 687
2021
Q2 		$1.09M Buy
41,378
+1,956
+5% +$50.8K 0.01% 670
2021
Q1 		$1.01M Buy
39,422
+600
+2% +$15.8K 0.01% 665
2020
Q4 		$1.04M Sell
38,822
-2,350
-6% -$62.4K 0.01% 665
2020
Q3 		$1.09M Buy
41,172
+9,052
+28% +$240K 0.01% 639
2020
Q2 		$840K Buy
32,120
+600
+2% +$15.2K 0.01% 717
2020
Q1 		$755K Buy
31,520
+21,920
+228% +$547K 0.01% 697
2019
Q4 		$240K Buy
+9,600
New +$240K ﹤0.01% 1232

Other funds holding SCHI

CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return
RiverFront Investment Group
RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Allstate Corporation
Allstate Corporation Northbrook, Illinois $10B AUM 30.74% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Bouchey Financial Group
Bouchey Financial Group Troy, New York $1.55B AUM 29.02% 1-Year Est. Return
Permanens Capital
Permanens Capital New York $972M AUM 27.73% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

United Capital Financial Advisors's SCHI Position: Q2 2026 in Review

United Capital Financial Advisors reduced its Schwab 5-10 Year Corporate Bond ETF (SCHI) stake by 20% in Q2 2026, selling an estimated $57K and leaving 9,868 shares worth $224K. The position accounts for ﹤0.01% of the portfolio, ranked #1506.

United Capital Financial Advisors first reported a position in SCHI in Q4 2019 and has held it in 14 quarters since. The position peaked at $1.09M in Q2 2021. 268 funds tracked by Wall St. Rank hold SCHI as of Q2 2026.

  • United Capital Financial Advisors held 9,868 shares of Schwab 5-10 Year Corporate Bond ETF worth $224K as of Q2 2026.
  • United Capital Financial Advisors sold 2,515 Schwab 5-10 Year Corporate Bond ETF shares in Q2 2026, an estimated $57K.
  • Schwab 5-10 Year Corporate Bond ETF made up ﹤0.01% of United Capital Financial Advisors's portfolio in Q2 2026, its #1506 holding.
  • United Capital Financial Advisors first reported a position in Schwab 5-10 Year Corporate Bond ETF in Q4 2019 and has held it in 14 quarters since.
  • United Capital Financial Advisors's Schwab 5-10 Year Corporate Bond ETF position peaked at $1.09M in Q2 2021.
  • 268 funds tracked by Wall St. Rank held Schwab 5-10 Year Corporate Bond ETF as of Q2 2026.

Based on United Capital Financial Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.