Carson Wealth (CWM LLC)
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Carson Wealth (CWM LLC)’s Schwab 5-10 Year Corporate Bond ETF SCHI Stock Holding History

Carson Wealth (CWM LLC)’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 		$327K Sell
14,423
-1,028
-7% -$23.6K ﹤0.01% 2320
2025
Q4 		$355K Buy
15,451
+8,951
+138% +$206K ﹤0.01% 2150
2025
Q3 		$150K Buy
6,500
+380
+6% +$8.68K ﹤0.01% 2670
2025
Q2 		$139K Sell
6,120
-189
-3% -$4.22K ﹤0.01% 2453
2025
Q1 		$142K Buy
6,309
+369
+6% +$8.21K ﹤0.01% 2145
2024
Q4 		$131K Sell
5,940
-3,036
-34% -$68.2K ﹤0.01% 2106
2024
Q3 		$207K Buy
8,976
+8,202
+1,060% +$186K ﹤0.01% 1738
2024
Q2 		$17K Buy
774
+468
+153% +$10.3K ﹤0.01% 3234
2024
Q1 		$7K Sell
306
-98
-24% -$2.18K ﹤0.01% 3535
2023
Q4 		$9K Buy
404
+118
+41% +$2.53K ﹤0.01% 3252
2023
Q3 		$6K Hold
286
– – ﹤0.01% 3399
2023
Q2 		$6K Buy
+286
New +$6.33K ﹤0.01% 3376
2022
Q3 		– Sell
-534
Closed -$12K – 4157
2022
Q2 		$12K Sell
534
-1,024
-66% -$23.3K ﹤0.01% 2482
2022
Q1 		$37K Buy
1,558
+544
+54% +$13.4K ﹤0.01% 1754
2021
Q4 		$26K Buy
+1,014
New +$26.3K ﹤0.01% 1854

Other funds holding SCHI

CAPTRUST Financial Advisors
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
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
BFG
Bouchey Financial Group Troy, New York $1.55B AUM 29.02% 1-Year Est. Return
PC
Permanens Capital New York $972M AUM 27.73% 1-Year Est. Return
LAM
L2 Asset Management Wayland, Massachusetts $963M AUM 38.06% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Carson Wealth (CWM LLC)'s SCHI Position: Q1 2026 in Review

Carson Wealth (CWM LLC) reduced its Schwab 5-10 Year Corporate Bond ETF (SCHI) stake by 6.7% in Q1 2026, selling an estimated $23.6K and leaving 14,423 shares worth $327K. The position accounts for ﹤0.01% of the portfolio, ranked #2320.

Carson Wealth (CWM LLC) first reported a position in SCHI in Q4 2021 and has held it in 15 quarters since. The position peaked at $355K in Q4 2025. 259 funds tracked by Wall St. Rank hold SCHI as of Q1 2026.

  • Carson Wealth (CWM LLC) held 14,423 shares of Schwab 5-10 Year Corporate Bond ETF worth $327K as of Q1 2026.
  • Carson Wealth (CWM LLC) sold 1,028 Schwab 5-10 Year Corporate Bond ETF shares in Q1 2026, an estimated $23.6K.
  • Schwab 5-10 Year Corporate Bond ETF made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #2320 holding.
  • Carson Wealth (CWM LLC) first reported a position in Schwab 5-10 Year Corporate Bond ETF in Q4 2021 and has held it in 15 quarters since.
  • Carson Wealth (CWM LLC)'s Schwab 5-10 Year Corporate Bond ETF position peaked at $355K in Q4 2025.
  • 259 funds tracked by Wall St. Rank held Schwab 5-10 Year Corporate Bond ETF as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.