Beacon Bridge Wealth Partners’s Schwab 5-10 Year Corporate Bond ETF SCHI Stock Holding History

Beacon Bridge Wealth Partners’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	$2.85M	Sell	125,574 -18,273	-13%	-$419K	0.95%	32
2025 Q4	$3.3M	Buy	143,847 +17,145	+14%	+$395K	1.1%	29
2025 Q3	$2.92M	Buy	126,702 +6,046	+5%	+$138K	1.04%	30
2025 Q2	$2.75M	Sell	120,656 -6,818	-5%	-$152K	1.09%	29
2025 Q1	$2.86M	Buy	127,474 +1,232	+1%	+$27.4K	1.22%	26
2024 Q4	$2.79M	Sell	126,242 -6,540	-5%	-$147K	1.18%	26
2024 Q3	$3.06M	Buy	132,782 +58,478	+79%	+$1.33M	1.32%	25
2024 Q2	$1.64M	Buy	74,304 +16,406	+28%	+$360K	0.75%	37
2024 Q1	$1.29M	Buy	57,898 +12,850	+29%	+$285K	0.61%	41
2023 Q4	$1.01M	Buy	45,048 +35,046	+350%	+$750K	0.51%	42
2023 Q3	$211K	Buy	+10,002	New	+$216K	0.11%	94

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

Beacon Bridge Wealth Partners's SCHI Position: Q1 2026 in Review

Beacon Bridge Wealth Partners reduced its Schwab 5-10 Year Corporate Bond ETF (SCHI) stake by 13% in Q1 2026, selling an estimated $419K and leaving 125,574 shares worth $2.85M. The position accounts for 0.95% of the portfolio, ranked #32.

Beacon Bridge Wealth Partners first reported a position in SCHI in Q3 2023 and has held it in 11 quarters since. The position peaked at $3.3M in Q4 2025. 257 funds tracked by Wall St. Rank hold SCHI as of Q1 2026.

Beacon Bridge Wealth Partners held 125,574 shares of Schwab 5-10 Year Corporate Bond ETF worth $2.85M as of Q1 2026.
Beacon Bridge Wealth Partners sold 18,273 Schwab 5-10 Year Corporate Bond ETF shares in Q1 2026, an estimated $419K.
Schwab 5-10 Year Corporate Bond ETF made up 0.95% of Beacon Bridge Wealth Partners's portfolio in Q1 2026, its #32 holding.
Beacon Bridge Wealth Partners first reported a position in Schwab 5-10 Year Corporate Bond ETF in Q3 2023 and has held it in 11 quarters since.
Beacon Bridge Wealth Partners's Schwab 5-10 Year Corporate Bond ETF position peaked at $3.3M in Q4 2025.
257 funds tracked by Wall St. Rank held Schwab 5-10 Year Corporate Bond ETF as of Q1 2026.

Based on Beacon Bridge Wealth Partners's 13F filing for Q1 2026, filed 5 May 2026.