Valmark Advisers’s Schwab 5-10 Year Corporate Bond ETF SCHI Stock Holding History

Valmark Advisers’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	$459K	Hold	20,256	–	–	﹤0.01%	520
2026 Q1	$459K	Hold	20,256	–	–	0.01%	485
2025 Q4	$465K	Hold	20,256	–	–	0.01%	456
2025 Q3	$468K	Hold	20,256	–	–	0.01%	451
2025 Q2	$461K	Hold	20,256	–	–	0.01%	457
2025 Q1	$455K	Hold	20,256	–	–	0.01%	444
2024 Q4	$447K	Hold	20,256	–	–	0.01%	442
2024 Q3	$468K	Hold	20,256	–	–	0.01%	420
2024 Q2	$447K	Sell	20,256 -96	-0.5%	-$2.1K	0.01%	412
2024 Q1	$453K	Hold	20,352	–	–	0.01%	392
2023 Q4	$457K	Buy	20,352 +96	+0.5%	+$2.06K	0.01%	360
2023 Q3	$427K	Hold	20,256	–	–	0.01%	346
2023 Q2	$446K	Buy	20,256 +11,062	+120%	+$245K	0.01%	351
2023 Q1	$205K	Buy	+9,194	New	+$203K	﹤0.01%	460

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

Valmark Advisers's SCHI Position: Q2 2026 in Review

Valmark Advisers held its Schwab 5-10 Year Corporate Bond ETF (SCHI) position steady in Q2 2026 at 20,256 shares worth $459K. The position accounts for ﹤0.01% of the portfolio, ranked #520.

Valmark Advisers first reported a position in SCHI in Q1 2023 and has held it in 14 quarters since. The position peaked at $468K in Q3 2025. 265 funds tracked by Wall St. Rank hold SCHI as of Q2 2026.

Valmark Advisers held 20,256 shares of Schwab 5-10 Year Corporate Bond ETF worth $459K as of Q2 2026.
Valmark Advisers left its Schwab 5-10 Year Corporate Bond ETF share count unchanged in Q2 2026.
Schwab 5-10 Year Corporate Bond ETF made up ﹤0.01% of Valmark Advisers's portfolio in Q2 2026, its #520 holding.
Valmark Advisers first reported a position in Schwab 5-10 Year Corporate Bond ETF in Q1 2023 and has held it in 14 quarters since.
Valmark Advisers's Schwab 5-10 Year Corporate Bond ETF position peaked at $468K in Q3 2025.
265 funds tracked by Wall St. Rank held Schwab 5-10 Year Corporate Bond ETF as of Q2 2026.

Based on Valmark Advisers's 13F filing for Q2 2026, filed 6 Aug 2026.