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

AE 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 Q1	$97.5K	Sell	4,300 -3,875	-47%	-$88.9K	﹤0.01%	1802
2025 Q4	$188K	Sell	8,175 -822	-9%	-$18.9K	﹤0.01%	1534
2025 Q3	$208K	Buy	8,997 +4,378	+95%	+$99.9K	﹤0.01%	1385
2025 Q2	$105K	Buy	4,619 +989	+27%	+$22.1K	﹤0.01%	1472
2025 Q1	$81.5K	Sell	3,630 -2,714	-43%	-$60.3K	﹤0.01%	1497
2024 Q4	$140K	Buy	+6,344	New	+$143K	﹤0.01%	1354
2023 Q4	–	Sell	-63,026	Closed	-$1.33M	–	2168
2023 Q3	$1.33M	Buy	+63,026	New	+$1.36M	0.01%	989
2021 Q4	–	Sell	-14,742	Closed	-$385K	–	1780
2021 Q3	$385K	Sell	14,742 -73,266	-83%	-$1.93M	﹤0.01%	1278
2021 Q2	$2.31M	Sell	88,008 -48,490	-36%	-$1.26M	0.02%	590
2021 Q1	$3.5M	Buy	+136,498	New	+$3.58M	0.04%	405

Other funds holding SCHI

CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

RIG

RiverFront Investment Group Richmond, Virginia $6.46B AUM 18.45% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

BFG

Bouchey Financial Group Troy, New York $1.36B AUM 13.96% 1-Year Est. Return

Permanens Capital New York $776M AUM 30.08% 1-Year Est. Return

LAM

L2 Asset Management Wayland, Massachusetts $1.05B AUM 29.07% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

AE Wealth Management's SCHI Position: Q1 2026 in Review

AE Wealth Management reduced its Schwab 5-10 Year Corporate Bond ETF (SCHI) stake by 47% in Q1 2026, selling an estimated $88.9K and leaving 4,300 shares worth $97.5K. The position accounts for ﹤0.01% of the portfolio, ranked #1802.

AE Wealth Management first reported a position in SCHI in Q1 2021 and has held it in 10 quarters since. The position peaked at $3.5M in Q1 2021. 257 funds tracked by Wall St. Rank hold SCHI as of Q1 2026.

AE Wealth Management held 4,300 shares of Schwab 5-10 Year Corporate Bond ETF worth $97.5K as of Q1 2026.
AE Wealth Management sold 3,875 Schwab 5-10 Year Corporate Bond ETF shares in Q1 2026, an estimated $88.9K.
Schwab 5-10 Year Corporate Bond ETF made up ﹤0.01% of AE Wealth Management's portfolio in Q1 2026, its #1802 holding.
AE Wealth Management first reported a position in Schwab 5-10 Year Corporate Bond ETF in Q1 2021 and has held it in 10 quarters since.
AE Wealth Management's Schwab 5-10 Year Corporate Bond ETF position peaked at $3.5M in Q1 2021.
257 funds tracked by Wall St. Rank held Schwab 5-10 Year Corporate Bond ETF as of Q1 2026.

Based on AE Wealth Management's 13F filing for Q1 2026, filed 13 May 2026.