VAN STRUM & TOWNE INC. SCHI Schwab 5-10 Yr Corp Bond ETF

Ownership history in VAN STRUM & TOWNE INC.  ·  19 quarters on record

AI Ownership Summary

VAN STRUM & TOWNE INC. reported Schwab 5-10 Yr Corp Bond ETF (SCHI) in 19 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 3.37% in 2026 Q1. The latest visible filing shows SCHI at 3.37% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this SCHI ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was VAN STRUM & TOWNE INC.'s position in Schwab 5-10 Yr Corp Bond ETF, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

SCHI was reported at 3.37% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
3.37% in 2026 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How VAN STRUM & TOWNE INC. held SCHI — position size vs. price
% of Fund (quarterly)    SCHI price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 10 quarters  
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED 508,475 +13,122 +2.6% 3.37% $11.5M 2026-05-07 $22.64
2025 Q4 ADDED 495,353 +149,689 +43.3% 3.18% $11.4M 2026-02-03 $22.61
2025 Q3 ADDED 345,664 +199,266 +136.1% 2.34% $8.0M 2025-10-31 $22.40
2025 Q2 ADDED 146,398 +3,279 +2.3% 1.05% $3.3M 2025-07-25 $21.76
2025 Q1 ADDED 143,119 +7,573 +5.6% 1.08% $3.2M 2025-05-06 $21.17
2024 Q4 ADDED 135,546 +93,531 +222.6% 1.05% $3.0M 2025-02-10 $20.84
2024 Q3 ADDED 42,015 +25,895 +160.6% 0.67% $1.9M 2024-11-12 $20.67
2024 Q2 ADDED 16,120 +1,058 +7.0% 0.26% $711K 2024-07-25 $20.30
2024 Q1 ADDED 15,062 +2,115 +16.3% 0.24% $670K 2024-05-03 $19.79
2023 Q4 ADDED 12,947 +3,627 +38.9% 0.23% $584K 2024-01-19 $19.77
9 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About VAN STRUM & TOWNE INC. and SCHI

These are the practical questions this page is built to answer before you even open the full history table.

How long has VAN STRUM & TOWNE INC. reported owning SCHI?

VAN STRUM & TOWNE INC. reported SCHI across 10 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported SCHI position in VAN STRUM & TOWNE INC.'s portfolio?

The largest reported portfolio weight for SCHI was 3.37% in 2026 Q1.

What is the latest reported SCHI position on this page?

The most recent filing on this page is 2026 Q1, when VAN STRUM & TOWNE INC. reported 508,475 shares, equal to 3.37% of portfolio, with an estimated market value of $11.5M.

What does the chart on this SCHI ownership page compare?

The chart compares VAN STRUM & TOWNE INC.'s quarterly SCHI portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did VAN STRUM & TOWNE INC. time their SCHI position?

Based on 13F filing dates vs. subsequent SCHI price moves, VAN STRUM & TOWNE INC. correctly timed 11 out of 18 reported position changes (61%). The annualised alpha on SCHI relative to SPY over the holding period was -3.2%.

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