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

Greenline 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
Q1 		– Sell
-119
Closed -$2.73K – 439
2025
Q4 		$2.73K Buy
+119
New +$2.74K ﹤0.01% 446

Other funds holding SCHI

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RIG
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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

Greenline Wealth Management's SCHI Position: Q1 2026 in Review

Greenline Wealth Management sold out of Schwab 5-10 Year Corporate Bond ETF (SCHI) in Q1 2026, closing a stake of 119 shares — an estimated $2.73K sold.

Greenline Wealth Management first reported a position in SCHI in Q4 2025 and held it in 1 quarter. The position peaked at $2.73K in Q4 2025. 258 funds tracked by Wall St. Rank hold SCHI as of Q1 2026.

  • Greenline Wealth Management reported no remaining Schwab 5-10 Year Corporate Bond ETF position as of Q1 2026 after selling out during the quarter.
  • Greenline Wealth Management sold 119 Schwab 5-10 Year Corporate Bond ETF shares in Q1 2026, an estimated $2.73K.
  • Greenline Wealth Management first reported a position in Schwab 5-10 Year Corporate Bond ETF in Q4 2025 and held it in 1 quarter.
  • Greenline Wealth Management's Schwab 5-10 Year Corporate Bond ETF position peaked at $2.73K in Q4 2025.
  • 258 funds tracked by Wall St. Rank held Schwab 5-10 Year Corporate Bond ETF as of Q1 2026.

Based on Greenline Wealth Management's 13F filing for Q1 2026, filed 14 May 2026.