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

CreativeOne Wealth’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	$1.55M	Buy	68,158 +9,817	+17%	+$225K	0.04%	427
2025 Q4	$1.34M	Buy	58,341 +4,837	+9%	+$112K	0.03%	444
2025 Q3	$1.23M	Sell	53,504 -9,132	-15%	-$208K	0.03%	469
2025 Q2	$1.43M	Sell	62,636 -3,935	-6%	-$87.8K	0.04%	435
2025 Q1	$1.5M	Buy	66,571 +10,554	+19%	+$235K	0.04%	369
2024 Q4	$1.24M	Buy	56,017 +33,201	+146%	+$746K	0.04%	407
2024 Q3	$527K	Buy	+22,816	New	+$517K	0.02%	615

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

CreativeOne Wealth's SCHI Position: Q1 2026 in Review

CreativeOne Wealth increased its Schwab 5-10 Year Corporate Bond ETF (SCHI) stake by 17% in Q1 2026, buying an estimated $225K and bringing the position to 68,158 shares worth $1.55M. The position accounts for 0.04% of the portfolio, ranked #427.

CreativeOne Wealth first reported a position in SCHI in Q3 2024 and has held it in 7 quarters since. 257 funds tracked by Wall St. Rank hold SCHI as of Q1 2026.

CreativeOne Wealth held 68,158 shares of Schwab 5-10 Year Corporate Bond ETF worth $1.55M as of Q1 2026.
CreativeOne Wealth bought 9,817 Schwab 5-10 Year Corporate Bond ETF shares in Q1 2026, an estimated $225K.
Schwab 5-10 Year Corporate Bond ETF made up 0.04% of CreativeOne Wealth's portfolio in Q1 2026, its #427 holding.
CreativeOne Wealth first reported a position in Schwab 5-10 Year Corporate Bond ETF in Q3 2024 and has held it in 7 quarters since.
257 funds tracked by Wall St. Rank held Schwab 5-10 Year Corporate Bond ETF as of Q1 2026.

Based on CreativeOne Wealth's 13F filing for Q1 2026, filed 15 May 2026.