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Golden State Wealth Management’s Schwab 5-10 Year Corporate Bond ETF SCHI Stock Holding History

Golden State Wealth Management’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 		$22.7K Buy
1,000
+12
+1% +$272 ﹤0.01% 932
2026
Q1 		$22.4K Sell
988
-10
-1% -$229 ﹤0.01% 889
2025
Q4 		$22.9K Buy
998
+980
+5,444% +$22.6K ﹤0.01% 894
2025
Q3 		$415 Hold
18
– – ﹤0.01% 1585
2025
Q2 		$410 Hold
18
– – ﹤0.01% 1504
2025
Q1 		$404 Sell
18
-590
-97% -$13.1K ﹤0.01% 1518
2024
Q4 		$13.4K Buy
+608
New +$13.7K ﹤0.01% 874

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
AC
Allstate Corporation Northbrook, Illinois $10B AUM 30.74% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Royal Bank of Canada
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
PC
Permanens Capital New York $972M AUM 27.73% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return

Golden State Wealth Management's SCHI Position: Q2 2026 in Review

Golden State Wealth Management increased its Schwab 5-10 Year Corporate Bond ETF (SCHI) stake by 1.2% in Q2 2026, buying an estimated $272 and bringing the position to 1,000 shares worth $22.7K. The position accounts for ﹤0.01% of the portfolio, ranked #932.

Golden State Wealth Management first reported a position in SCHI in Q4 2024 and has held it in 7 quarters since. The position peaked at $22.9K in Q4 2025. 266 funds tracked by Wall St. Rank hold SCHI as of Q2 2026.

  • Golden State Wealth Management held 1,000 shares of Schwab 5-10 Year Corporate Bond ETF worth $22.7K as of Q2 2026.
  • Golden State Wealth Management bought 12 Schwab 5-10 Year Corporate Bond ETF shares in Q2 2026, an estimated $272.
  • Schwab 5-10 Year Corporate Bond ETF made up ﹤0.01% of Golden State Wealth Management's portfolio in Q2 2026, its #932 holding.
  • Golden State Wealth Management first reported a position in Schwab 5-10 Year Corporate Bond ETF in Q4 2024 and has held it in 7 quarters since.
  • Golden State Wealth Management's Schwab 5-10 Year Corporate Bond ETF position peaked at $22.9K in Q4 2025.
  • 266 funds tracked by Wall St. Rank held Schwab 5-10 Year Corporate Bond ETF as of Q2 2026.

Based on Golden State Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.