Bestgate Wealth Advisors’s Schwab 5-10 Year Corporate Bond ETF SCHI Stock Holding History

Bestgate Wealth Advisors’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	$1.83M	Buy	80,495 +41,703	+108%	+$957K	3.29%	9
2025 Q4	$891K	Buy	38,792 +1,635	+4%	+$37.7K	1.57%	17
2025 Q3	$858K	Buy	37,157 +1,999	+6%	+$45.6K	1.51%	16
2025 Q2	$790K	Hold	35,158	–	–	1.64%	16
2025 Q1	$790K	Buy	+35,158	New	+$782K	1.64%	16

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

Bestgate Wealth Advisors's SCHI Position: Q1 2026 in Review

Bestgate Wealth Advisors increased its Schwab 5-10 Year Corporate Bond ETF (SCHI) stake by 108% in Q1 2026, buying an estimated $957K and bringing the position to 80,495 shares worth $1.83M. The position accounts for 3.29% of the portfolio, ranked #9.

Bestgate Wealth Advisors first reported a position in SCHI in Q1 2025 and has held it in 5 quarters since. 257 funds tracked by Wall St. Rank hold SCHI as of Q1 2026.

Bestgate Wealth Advisors held 80,495 shares of Schwab 5-10 Year Corporate Bond ETF worth $1.83M as of Q1 2026.
Bestgate Wealth Advisors bought 41,703 Schwab 5-10 Year Corporate Bond ETF shares in Q1 2026, an estimated $957K.
Schwab 5-10 Year Corporate Bond ETF made up 3.29% of Bestgate Wealth Advisors's portfolio in Q1 2026, its #9 holding.
Bestgate Wealth Advisors first reported a position in Schwab 5-10 Year Corporate Bond ETF in Q1 2025 and has held it in 5 quarters since.
257 funds tracked by Wall St. Rank held Schwab 5-10 Year Corporate Bond ETF as of Q1 2026.

Based on Bestgate Wealth Advisors's 13F filing for Q1 2026, filed 24 Apr 2026.