Waverly Advisors’s Schwab 5-10 Year Corporate Bond ETF SCHI Stock Holding History

Waverly 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	$509K	Sell	22,424 -5,876	-21%	-$135K	﹤0.01%	1079
2025 Q4	$650K	Buy	28,300 +6,012	+27%	+$139K	0.01%	902
2025 Q3	$514K	Sell	22,288 -15,912	-42%	-$363K	0.01%	845
2025 Q2	$869K	Sell	38,200 -8,024	-17%	-$179K	0.01%	651
2025 Q1	$1.04M	Buy	46,224 +6,702	+17%	+$149K	0.01%	593
2024 Q4	$872K	Buy	39,522 +9,272	+31%	+$208K	0.01%	550
2024 Q3	$698K	Buy	30,250 +10,580	+54%	+$240K	0.01%	514
2024 Q2	$434K	Buy	+19,670	New	+$431K	0.01%	604

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

Waverly Advisors's SCHI Position: Q1 2026 in Review

Waverly Advisors reduced its Schwab 5-10 Year Corporate Bond ETF (SCHI) stake by 21% in Q1 2026, selling an estimated $135K and leaving 22,424 shares worth $509K. The position accounts for ﹤0.01% of the portfolio, ranked #1079.

Waverly Advisors first reported a position in SCHI in Q2 2024 and has held it in 8 quarters since. The position peaked at $1.04M in Q1 2025. 257 funds tracked by Wall St. Rank hold SCHI as of Q1 2026.

Waverly Advisors held 22,424 shares of Schwab 5-10 Year Corporate Bond ETF worth $509K as of Q1 2026.
Waverly Advisors sold 5,876 Schwab 5-10 Year Corporate Bond ETF shares in Q1 2026, an estimated $135K.
Schwab 5-10 Year Corporate Bond ETF made up ﹤0.01% of Waverly Advisors's portfolio in Q1 2026, its #1079 holding.
Waverly Advisors first reported a position in Schwab 5-10 Year Corporate Bond ETF in Q2 2024 and has held it in 8 quarters since.
Waverly Advisors's Schwab 5-10 Year Corporate Bond ETF position peaked at $1.04M in Q1 2025.
257 funds tracked by Wall St. Rank held Schwab 5-10 Year Corporate Bond ETF as of Q1 2026.

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