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 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

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 40.91% 1-Year Est. Return

Avidian Wealth Enterprises's SCHI Position: Q2 2026 in Review

Avidian Wealth Enterprises increased its Schwab 5-10 Year Corporate Bond ETF (SCHI) stake by 20% in Q2 2026, buying an estimated $150K and bringing the position to 39,619 shares worth $897K. The position accounts for 0.02% of the portfolio, ranked #346.

Avidian Wealth Enterprises first reported a position in SCHI in Q3 2023 and has held it in 6 quarters since. 265 funds tracked by Wall St. Rank hold SCHI as of Q2 2026.

Avidian Wealth Enterprises held 39,619 shares of Schwab 5-10 Year Corporate Bond ETF worth $897K as of Q2 2026.
Avidian Wealth Enterprises bought 6,622 Schwab 5-10 Year Corporate Bond ETF shares in Q2 2026, an estimated $150K.
Schwab 5-10 Year Corporate Bond ETF made up 0.02% of Avidian Wealth Enterprises's portfolio in Q2 2026, its #346 holding.
Avidian Wealth Enterprises first reported a position in Schwab 5-10 Year Corporate Bond ETF in Q3 2023 and has held it in 6 quarters since.
265 funds tracked by Wall St. Rank held Schwab 5-10 Year Corporate Bond ETF as of Q2 2026.

Based on Avidian Wealth Enterprises's 13F filing for Q2 2026, filed 24 Jul 2026.