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

CrossGen 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 Q2	$21.6K	Buy	+956	New	+$21.6K	0.02%	127

Other funds holding SCHI

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 Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Allstate Corporation Northbrook, Illinois $10B AUM 30.74% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

BFG

Bouchey Financial Group Troy, New York $1.55B AUM 29.02% 1-Year Est. Return

Permanens Capital New York $972M AUM 27.73% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return

CrossGen Wealth's SCHI Position: Q2 2026 in Review

CrossGen Wealth opened a new position in Schwab 5-10 Year Corporate Bond ETF (SCHI) in Q2 2026: 956 shares worth $21.6K. The stake represents 0.02% of the portfolio and ranks #127 among its holdings.

265 funds tracked by Wall St. Rank hold SCHI as of Q2 2026.

CrossGen Wealth held 956 shares of Schwab 5-10 Year Corporate Bond ETF worth $21.6K as of Q2 2026.
Schwab 5-10 Year Corporate Bond ETF was a new CrossGen Wealth position in Q2 2026.
Schwab 5-10 Year Corporate Bond ETF made up 0.02% of CrossGen Wealth's portfolio in Q2 2026, its #127 holding.
265 funds tracked by Wall St. Rank held Schwab 5-10 Year Corporate Bond ETF as of Q2 2026.

Based on CrossGen Wealth's 13F filing for Q2 2026, filed 24 Jul 2026.