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 Q2	$488K	Sell	21,536 -888	-4%	-$20.1K	﹤0.01%	1188
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 $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 22.9% 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 40.89% 1-Year Est. Return

Waverly Advisors's SCHI Position: Q2 2026 in Review

Waverly Advisors reduced its Schwab 5-10 Year Corporate Bond ETF (SCHI) stake by 4% in Q2 2026, selling an estimated $20.1K and leaving 21,536 shares worth $488K. The position accounts for ﹤0.01% of the portfolio, ranked #1188.

Waverly Advisors first reported a position in SCHI in Q2 2024 and has held it in 9 quarters since. The position peaked at $1.04M in Q1 2025. 268 funds tracked by Wall St. Rank hold SCHI as of Q2 2026.

Waverly Advisors held 21,536 shares of Schwab 5-10 Year Corporate Bond ETF worth $488K as of Q2 2026.
Waverly Advisors sold 888 Schwab 5-10 Year Corporate Bond ETF shares in Q2 2026, an estimated $20.1K.
Schwab 5-10 Year Corporate Bond ETF made up ﹤0.01% of Waverly Advisors's portfolio in Q2 2026, its #1188 holding.
Waverly Advisors first reported a position in Schwab 5-10 Year Corporate Bond ETF in Q2 2024 and has held it in 9 quarters since.
Waverly Advisors's Schwab 5-10 Year Corporate Bond ETF position peaked at $1.04M in Q1 2025.
268 funds tracked by Wall St. Rank held Schwab 5-10 Year Corporate Bond ETF as of Q2 2026.

Based on Waverly Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.