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Roosevelt Capital Management LLC’s Schwab 5-10 Year Corporate Bond ETF SCHI Stock Holding History

Roosevelt Capital Management LLC’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
Q3 		$900K Buy
+42,000
New +$930K 5.64% 7

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Roosevelt Capital Management LLC's SCHI Position: Q3 2026 in Review

Roosevelt Capital Management LLC opened a new position in Schwab 5-10 Year Corporate Bond ETF (SCHI) in Q3 2026: 42,000 shares worth $900K. The stake represents 5.64% of the portfolio and ranks #7 among its holdings.

160 funds tracked by Wall St. Rank hold SCHI as of Q3 2026.

  • Roosevelt Capital Management LLC held 42,000 shares of Schwab 5-10 Year Corporate Bond ETF worth $900K as of Q3 2026.
  • Schwab 5-10 Year Corporate Bond ETF was a new Roosevelt Capital Management LLC position in Q3 2026.
  • Schwab 5-10 Year Corporate Bond ETF made up 5.64% of Roosevelt Capital Management LLC's portfolio in Q3 2026, its #7 holding.
  • 160 funds tracked by Wall St. Rank held Schwab 5-10 Year Corporate Bond ETF as of Q3 2026.

Based on Roosevelt Capital Management LLC's 13F filing for Q3 2026, filed 10 Nov 2026.