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 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 Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

RIG

RiverFront Investment Group Richmond, Virginia $6.46B AUM 18.45% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

BFG

Bouchey Financial Group Troy, New York $1.36B AUM 13.96% 1-Year Est. Return

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 Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

United Capital Financial Advisors's SCHI Position: Q1 2026 in Review

United Capital Financial Advisors reduced its Schwab 5-10 Year Corporate Bond ETF (SCHI) stake by 0.22% in Q1 2026, selling an estimated $619 and leaving 12,383 shares worth $281K. The position accounts for ﹤0.01% of the portfolio, ranked #1386.

United Capital Financial Advisors first reported a position in SCHI in Q4 2019 and has held it in 13 quarters since. The position peaked at $1.09M in Q2 2021. 257 funds tracked by Wall St. Rank hold SCHI as of Q1 2026.

United Capital Financial Advisors held 12,383 shares of Schwab 5-10 Year Corporate Bond ETF worth $281K as of Q1 2026.
United Capital Financial Advisors sold 27 Schwab 5-10 Year Corporate Bond ETF shares in Q1 2026, an estimated $619.
Schwab 5-10 Year Corporate Bond ETF made up ﹤0.01% of United Capital Financial Advisors's portfolio in Q1 2026, its #1386 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 13 quarters since.
United Capital Financial Advisors's Schwab 5-10 Year Corporate Bond ETF position peaked at $1.09M in Q2 2021.
257 funds tracked by Wall St. Rank held Schwab 5-10 Year Corporate Bond ETF as of Q1 2026.

Based on United Capital Financial Advisors's 13F filing for Q1 2026, filed 15 May 2026.