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

WestHill 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
Q2 		$14.8M Buy
652,028
+19,857
+3% +$450K 2.51% 8
2026
Q1 		$14.3M Buy
632,171
+36,069
+6% +$827K 2.74% 8
2025
Q4 		$13.7M Buy
596,102
+2,851
+0.5% +$65.7K 2.6% 8
2025
Q3 		$13.7M Buy
593,251
+37,196
+7% +$849K 2.68% 8
2025
Q2 		$12.7M Buy
556,055
+1,164
+0.2% +$26K 2.68% 8
2025
Q1 		$12.5M Buy
554,891
+61,859
+13% +$1.38M 2.85% 8
2024
Q4 		$10.9M Sell
493,032
-18,104
-4% -$407K 2.44% 9
2024
Q3 		$11.8M Buy
511,136
+15,378
+3% +$349K 2.65% 8
2024
Q2 		$10.9M Buy
495,758
+4,880
+1% +$107K 2.65% 8
2024
Q1 		$10.9M Buy
490,878
+23,706
+5% +$526K 2.69% 8
2023
Q4 		$10.5M Sell
467,172
-7,346
-2% -$157K 2.78% 7
2023
Q3 		$10M Buy
474,518
+11,344
+2% +$245K 2.92% 7
2023
Q2 		$10.2M Buy
463,174
+11,178
+2% +$248K 2.89% 7
2023
Q1 		$10.1M Buy
451,996
+25,412
+6% +$561K 3.02% 7
2022
Q4 		$9.19M Sell
426,584
-62
-0% -$1.33K 2.94% 7
2022
Q3 		$8.97M Buy
426,646
+17,108
+4% +$382K 3.06% 7
2022
Q2 		$9.13M Sell
409,538
-4,970
-1% -$113K 3.01% 7
2022
Q1 		$9.92M Buy
414,508
+29,578
+8% +$731K 2.86% 7
2021
Q4 		$9.94M Buy
384,930
+15,330
+4% +$397K 2.81% 9
2021
Q3 		$9.65M Buy
+369,600
New +$9.75M 2.98% 9

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 40.91% 1-Year Est. Return

WestHill Financial Advisors's SCHI Position: Q2 2026 in Review

WestHill Financial Advisors increased its Schwab 5-10 Year Corporate Bond ETF (SCHI) stake by 3.1% in Q2 2026, buying an estimated $450K and bringing the position to 652,028 shares worth $14.8M. The position accounts for 2.51% of the portfolio, ranked #8.

WestHill Financial Advisors first reported a position in SCHI in Q3 2021 and has held it in 20 quarters since. 266 funds tracked by Wall St. Rank hold SCHI as of Q2 2026.

  • WestHill Financial Advisors held 652,028 shares of Schwab 5-10 Year Corporate Bond ETF worth $14.8M as of Q2 2026.
  • WestHill Financial Advisors bought 19,857 Schwab 5-10 Year Corporate Bond ETF shares in Q2 2026, an estimated $450K.
  • Schwab 5-10 Year Corporate Bond ETF made up 2.51% of WestHill Financial Advisors's portfolio in Q2 2026, its #8 holding.
  • WestHill Financial Advisors first reported a position in Schwab 5-10 Year Corporate Bond ETF in Q3 2021 and has held it in 20 quarters since.
  • 266 funds tracked by Wall St. Rank held Schwab 5-10 Year Corporate Bond ETF as of Q2 2026.

Based on WestHill Financial Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.