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Capstone Wealth Management Group (Oregon)’s Schwab 5-10 Year Corporate Bond ETF SCHI Stock Holding History

Capstone Wealth Management Group (Oregon)’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 		$324K Buy
14,278
+2,104
+17% +$48.3K 0.2% 88
2025
Q4 		$280K Buy
+12,174
New +$281K 0.17% 95

Other funds holding SCHI

CAPTRUST Financial Advisors
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
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Ameriprise
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
PC
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
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Capstone Wealth Management Group (Oregon)'s SCHI Position: Q1 2026 in Review

Capstone Wealth Management Group (Oregon) increased its Schwab 5-10 Year Corporate Bond ETF (SCHI) stake by 17% in Q1 2026, buying an estimated $48.3K and bringing the position to 14,278 shares worth $324K. The position accounts for 0.2% of the portfolio, ranked #88.

Capstone Wealth Management Group (Oregon) first reported a position in SCHI in Q4 2025 and has held it in 2 quarters since. 257 funds tracked by Wall St. Rank hold SCHI as of Q1 2026.

  • Capstone Wealth Management Group (Oregon) held 14,278 shares of Schwab 5-10 Year Corporate Bond ETF worth $324K as of Q1 2026.
  • Capstone Wealth Management Group (Oregon) bought 2,104 Schwab 5-10 Year Corporate Bond ETF shares in Q1 2026, an estimated $48.3K.
  • Schwab 5-10 Year Corporate Bond ETF made up 0.2% of Capstone Wealth Management Group (Oregon)'s portfolio in Q1 2026, its #88 holding.
  • Capstone Wealth Management Group (Oregon) first reported a position in Schwab 5-10 Year Corporate Bond ETF in Q4 2025 and has held it in 2 quarters since.
  • 257 funds tracked by Wall St. Rank held Schwab 5-10 Year Corporate Bond ETF as of Q1 2026.

Based on Capstone Wealth Management Group (Oregon)'s 13F filing for Q1 2026, filed 16 Apr 2026.