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21 West Wealth Management’s Schwab 5-10 Year Corporate Bond ETF SCHI Stock Holding History

21 West Wealth Management’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 		$3.18M Buy
+148,466
New +$3.29M 2.76% 11

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BWA
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MWM
MFG Wealth Management Indianapolis, Indiana $138M AUM 31.54% 1-Year Est. Return
AWM
Avior Wealth Management Omaha, Nebraska $3.79B AUM 15.36% 1-Year Est. Return
ANBT
American National Bank & Trust Wichita Falls, Texas $1.09B AUM 26.59% 1-Year Est. Return
WAM
Worth Asset Management Dallas, Texas $343M AUM 29.82% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
AWE
Avidian Wealth Enterprises Houston, Texas $3.59B AUM 17.8% 1-Year Est. Return

21 West Wealth Management's SCHI Position: Q3 2026 in Review

21 West Wealth Management opened a new position in Schwab 5-10 Year Corporate Bond ETF (SCHI) in Q3 2026: 148,466 shares worth $3.18M. The stake represents 2.76% of the portfolio and ranks #11 among its holdings.

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

  • 21 West Wealth Management held 148,466 shares of Schwab 5-10 Year Corporate Bond ETF worth $3.18M as of Q3 2026.
  • Schwab 5-10 Year Corporate Bond ETF was a new 21 West Wealth Management position in Q3 2026.
  • Schwab 5-10 Year Corporate Bond ETF made up 2.76% of 21 West Wealth Management's portfolio in Q3 2026, its #11 holding.
  • 21 funds tracked by Wall St. Rank held Schwab 5-10 Year Corporate Bond ETF as of Q3 2026.

Based on 21 West Wealth Management's 13F filing for Q3 2026, filed 13 Oct 2026.