HWP
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Highline Wealth Partners’s Schwab 5-10 Year Corporate Bond ETF SCHI Stock Holding History

Highline Wealth Partners’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 		$3.98K Hold
176
– – ﹤0.01% 915
2026
Q1 		$3.99K Hold
176
– – ﹤0.01% 795
2025
Q4 		$4.04K Hold
176
– – ﹤0.01% 622
2025
Q3 		$4.06K Hold
176
– – ﹤0.01% 634
2025
Q2 		$4.01K Buy
+176
New +$3.93K ﹤0.01% 497
2025
Q1 		– Sell
-308
Closed -$6.8K – 1047
2024
Q4 		$6.8K Buy
+308
New +$6.92K ﹤0.01% 294

Other funds holding SCHI

WFA
WestHill Financial Advisors San Rafael, California $587M AUM 20.13% 1-Year Est. Return
CST
Charles Schwab Trust Henderson, Nevada $1.79B AUM 17.47% 1-Year Est. Return
WCFP
White & Co Financial Planning Sunnyside, Washington $161M AUM 18.51% 1-Year Est. Return
SL
Systelligence LLC Bloomington, Minnesota $599M AUM 24.4% 1-Year Est. Return
BONH
Bank of New Hampshire Laconia, New Hampshire $479M AUM 31.52% 1-Year Est. Return
MWM
MFG Wealth Management Indianapolis, Indiana $140M AUM 44.72% 1-Year Est. Return
CNBTD
Citizens National Bank Trust Department Meridian, Mississippi $680M AUM 46.36% 1-Year Est. Return
ANBT
American National Bank & Trust Wichita Falls, Texas $1.17B AUM 36.33% 1-Year Est. Return
CFG
Certior Financial Group King Of Prussia, Pennsylvania $183M AUM 14.84% 1-Year Est. Return
IIA
Integral Investment Advisors Turlock, California $454M AUM 21.42% 1-Year Est. Return

Highline Wealth Partners's SCHI Position: Q2 2026 in Review

Highline Wealth Partners held its Schwab 5-10 Year Corporate Bond ETF (SCHI) position steady in Q2 2026 at 176 shares worth $3.98K. The position accounts for ﹤0.01% of the portfolio, ranked #915.

Highline Wealth Partners first reported a position in SCHI in Q4 2024 and has held it in 6 quarters since. The position peaked at $6.8K in Q4 2024. 56 funds tracked by Wall St. Rank hold SCHI as of Q2 2026.

  • Highline Wealth Partners held 176 shares of Schwab 5-10 Year Corporate Bond ETF worth $3.98K as of Q2 2026.
  • Highline Wealth Partners left its Schwab 5-10 Year Corporate Bond ETF share count unchanged in Q2 2026.
  • Schwab 5-10 Year Corporate Bond ETF made up ﹤0.01% of Highline Wealth Partners's portfolio in Q2 2026, its #915 holding.
  • Highline Wealth Partners first reported a position in Schwab 5-10 Year Corporate Bond ETF in Q4 2024 and has held it in 6 quarters since.
  • Highline Wealth Partners's Schwab 5-10 Year Corporate Bond ETF position peaked at $6.8K in Q4 2024.
  • 56 funds tracked by Wall St. Rank held Schwab 5-10 Year Corporate Bond ETF as of Q2 2026.

Based on Highline Wealth Partners's 13F filing for Q2 2026, filed 15 Jul 2026.