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Van Strum & Towne’s Schwab 5-10 Year Corporate Bond ETF SCHI Stock Holding History

Van Strum & Towne’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 		$11.4M Sell
504,007
-4,468
-0.9% -$101K 3.11% 7
2026
Q1 		$11.5M Buy
508,475
+13,122
+3% +$301K 3.37% 6
2025
Q4 		$11.4M Buy
495,353
+149,689
+43% +$3.45M 3.18% 8
2025
Q3 		$7.98M Buy
345,664
+199,266
+136% +$4.55M 2.34% 13
2025
Q2 		$3.33M Buy
146,398
+3,279
+2% +$73.2K 1.05% 31
2025
Q1 		$3.21M Buy
143,119
+7,573
+6% +$168K 1.08% 30
2024
Q4 		$2.99M Buy
135,546
+51,516
+61% +$1.16M 1.05% 29
2024
Q3 		$1.94M Buy
84,030
+51,790
+161% +$1.17M 0.67% 35
2024
Q2 		$711K Buy
32,240
+2,116
+7% +$46.4K 0.26% 54
2024
Q1 		$670K Buy
30,124
+4,230
+16% +$93.9K 0.24% 57
2023
Q4 		$584K Buy
25,894
+7,254
+39% +$155K 0.23% 58
2023
Q3 		$393K Sell
18,640
-630
-3% -$13.6K 0.17% 66
2023
Q2 		$424K Buy
19,270
+8,010
+71% +$177K 0.18% 63
2023
Q1 		$251K Buy
11,260
+650
+6% +$14.3K 0.11% 85
2022
Q4 		$229K Buy
10,610
+280
+3% +$5.99K 0.1% 91
2022
Q3 		$217K Sell
10,330
-810
-7% -$18.1K 0.1% 86
2022
Q2 		$248K Sell
11,140
-13,650
-55% -$310K 0.11% 84
2022
Q1 		$593K Sell
24,790
-20,110
-45% -$497K 0.22% 59
2021
Q4 		$1.16M Sell
44,900
-1,200
-3% -$31.1K 0.42% 44
2021
Q3 		$1.2M Buy
+46,100
New +$1.22M 0.47% 43

Other funds holding SCHI

CAPTRUST Financial Advisors
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
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
AC
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
BFG
Bouchey Financial Group Troy, New York $1.55B AUM 29.02% 1-Year Est. Return
PC
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

Van Strum & Towne's SCHI Position: Q2 2026 in Review

Van Strum & Towne reduced its Schwab 5-10 Year Corporate Bond ETF (SCHI) stake by 0.88% in Q2 2026, selling an estimated $101K and leaving 504,007 shares worth $11.4M. The position accounts for 3.11% of the portfolio, ranked #7.

Van Strum & Towne first reported a position in SCHI in Q3 2021 and has held it in 20 quarters since. The position peaked at $11.5M in Q1 2026. 267 funds tracked by Wall St. Rank hold SCHI as of Q2 2026.

  • Van Strum & Towne held 504,007 shares of Schwab 5-10 Year Corporate Bond ETF worth $11.4M as of Q2 2026.
  • Van Strum & Towne sold 4,468 Schwab 5-10 Year Corporate Bond ETF shares in Q2 2026, an estimated $101K.
  • Schwab 5-10 Year Corporate Bond ETF made up 3.11% of Van Strum & Towne's portfolio in Q2 2026, its #7 holding.
  • Van Strum & Towne first reported a position in Schwab 5-10 Year Corporate Bond ETF in Q3 2021 and has held it in 20 quarters since.
  • Van Strum & Towne's Schwab 5-10 Year Corporate Bond ETF position peaked at $11.5M in Q1 2026.
  • 267 funds tracked by Wall St. Rank held Schwab 5-10 Year Corporate Bond ETF as of Q2 2026.

Based on Van Strum & Towne's 13F filing for Q2 2026, filed 3 Aug 2026.