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 Q2	$152K	Buy	6,714 +2,414	+56%	+$54.7K	﹤0.01%	1799
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 $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 Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Allstate Corporation Northbrook, Illinois $10B AUM 30.74% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

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

Permanens Capital New York $972M AUM 27.73% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

AE Wealth Management's SCHI Position: Q2 2026 in Review

AE Wealth Management increased its Schwab 5-10 Year Corporate Bond ETF (SCHI) stake by 56% in Q2 2026, buying an estimated $54.7K and bringing the position to 6,714 shares worth $152K. The position accounts for ﹤0.01% of the portfolio, ranked #1799.

AE Wealth Management first reported a position in SCHI in Q1 2021 and has held it in 11 quarters since. The position peaked at $3.5M in Q1 2021. 266 funds tracked by Wall St. Rank hold SCHI as of Q2 2026.

AE Wealth Management held 6,714 shares of Schwab 5-10 Year Corporate Bond ETF worth $152K as of Q2 2026.
AE Wealth Management bought 2,414 Schwab 5-10 Year Corporate Bond ETF shares in Q2 2026, an estimated $54.7K.
Schwab 5-10 Year Corporate Bond ETF made up ﹤0.01% of AE Wealth Management's portfolio in Q2 2026, its #1799 holding.
AE Wealth Management first reported a position in Schwab 5-10 Year Corporate Bond ETF in Q1 2021 and has held it in 11 quarters since.
AE Wealth Management's Schwab 5-10 Year Corporate Bond ETF position peaked at $3.5M in Q1 2021.
266 funds tracked by Wall St. Rank held Schwab 5-10 Year Corporate Bond ETF as of Q2 2026.

Based on AE Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.