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Capstone Wealth Management Group, Inc.’s Schwab 5-10 Year Corporate Bond ETF SCHI Stock Holding History

Capstone Wealth Management Group, Inc.’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 		$426K Buy
+18,800
New +$426K 0.26% 77

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CST
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WCFP
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WWM
WT Wealth Management Scottsdale, Arizona $361M AUM 23.03% 1-Year Est. Return
SL
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KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
BONH
Bank of New Hampshire Laconia, New Hampshire $479M AUM 31.52% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
PC
Prairiewood Capital Fargo, North Dakota $386M AUM 17.99% 1-Year Est. Return

Capstone Wealth Management Group, Inc.'s SCHI Position: Q2 2026 in Review

Capstone Wealth Management Group, Inc. opened a new position in Schwab 5-10 Year Corporate Bond ETF (SCHI) in Q2 2026: 18,800 shares worth $426K. The stake represents 0.26% of the portfolio and ranks #77 among its holdings.

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

  • Capstone Wealth Management Group, Inc. held 18,800 shares of Schwab 5-10 Year Corporate Bond ETF worth $426K as of Q2 2026.
  • Schwab 5-10 Year Corporate Bond ETF was a new Capstone Wealth Management Group, Inc. position in Q2 2026.
  • Schwab 5-10 Year Corporate Bond ETF made up 0.26% of Capstone Wealth Management Group, Inc.'s portfolio in Q2 2026, its #77 holding.
  • 97 funds tracked by Wall St. Rank held Schwab 5-10 Year Corporate Bond ETF as of Q2 2026.

Based on Capstone Wealth Management Group, Inc.'s 13F filing for Q2 2026, filed 27 Jul 2026.