Avidian Wealth Enterprises’s Schwab 5-10 Year Corporate Bond ETF SCHI Stock Holding History

Avidian Wealth Enterprises’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	$849K	Hold	39,619	–	–	0.02%	353
2026 Q2	$897K	Buy	39,619 +6,622	+20%	+$150K	0.02%	346
2026 Q1	$748K	Buy	32,997 +2,228	+7%	+$51.1K	0.02%	349
2025 Q4	$707K	Buy	30,769 +2,375	+8%	+$54.8K	0.03%	292
2025 Q3	$655K	Buy	+28,394	New	+$648K	0.02%	305
2024 Q1	–	Sell	-23,624	Closed	-$531K	–	460
2023 Q4	$531K	Buy	23,624 +226	+1%	+$4.84K	0.03%	251
2023 Q3	$494K	Buy	+23,398	New	+$506K	0.03%	256

Other funds holding SCHI

KFS

Kaizen Financial Strategies Campbell, California $254M AUM 28.38% 1-Year Est. Return

BONH

Bank of New Hampshire Laconia, New Hampshire $463M AUM 23.57% 1-Year Est. Return

MWM

MFG Wealth Management Indianapolis, Indiana $138M AUM 31.54% 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

CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return

MHR

Matthew Hamilton Rosenberg $558M AUM 12.28% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

FC Advisory West Chester, Pennsylvania $382M AUM 8.35% 1-Year Est. Return

Chapin Davis Baltimore, Maryland $520M AUM 117.57% 1-Year Est. Return

Avidian Wealth Enterprises's SCHI Position: Q3 2026 in Review

Avidian Wealth Enterprises held its Schwab 5-10 Year Corporate Bond ETF (SCHI) position steady in Q3 2026 at 39,619 shares worth $849K. The position accounts for 0.02% of the portfolio, ranked #353.

Avidian Wealth Enterprises first reported a position in SCHI in Q3 2023 and has held it in 7 quarters since. The position peaked at $897K in Q2 2026. 16 funds tracked by Wall St. Rank hold SCHI as of Q3 2026.

Avidian Wealth Enterprises held 39,619 shares of Schwab 5-10 Year Corporate Bond ETF worth $849K as of Q3 2026.
Avidian Wealth Enterprises left its Schwab 5-10 Year Corporate Bond ETF share count unchanged in Q3 2026.
Schwab 5-10 Year Corporate Bond ETF made up 0.02% of Avidian Wealth Enterprises's portfolio in Q3 2026, its #353 holding.
Avidian Wealth Enterprises first reported a position in Schwab 5-10 Year Corporate Bond ETF in Q3 2023 and has held it in 7 quarters since.
Avidian Wealth Enterprises's Schwab 5-10 Year Corporate Bond ETF position peaked at $897K in Q2 2026.
16 funds tracked by Wall St. Rank held Schwab 5-10 Year Corporate Bond ETF as of Q3 2026.

Based on Avidian Wealth Enterprises's 13F filing for Q3 2026, filed 8 Oct 2026.