Mather Group’s Schwab 5-10 Year Corporate Bond ETF SCHI Stock Holding History

Mather Group’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 Q3	$16.9K	Buy	+788	New	+$17.5K	﹤0.01%	1491

Other funds holding SCHI

WestHill Financial Advisors San Rafael, California $597M AUM 13.09% 1-Year Est. Return

White & Co Financial Planning Sunnyside, Washington $151M AUM 8.16% 1-Year Est. Return

BCGL

BRIA Capital Group, LLC Wesley Chapel, Florida $147M AUM 19.54% 1-Year Est. Return

FF Advisors Manhattan Beach, California $273M AUM 14.87% 1-Year Est. Return

Charles Schwab Trust Henderson, Nevada $1.73B AUM 11.35% 1-Year Est. Return

Kaizen Financial Strategies Campbell, California $254M AUM 28.38% 1-Year Est. Return

Bank of New Hampshire Laconia, New Hampshire $463M AUM 23.57% 1-Year Est. Return

Bestgate Wealth Advisors Frederick, Maryland $158M AUM 16.38% 1-Year Est. Return

Prairiewood Capital Fargo, North Dakota $396M AUM 9.38% 1-Year Est. Return

Wealth Forward LLC Fargo, North Dakota $221M AUM 10.49% 1-Year Est. Return

Mather Group's SCHI Position: Q3 2026 in Review

Mather Group opened a new position in Schwab 5-10 Year Corporate Bond ETF (SCHI) in Q3 2026: 788 shares worth $16.9K. The stake represents ﹤0.01% of the portfolio and ranks #1491 among its holdings.

67 funds tracked by Wall St. Rank hold SCHI as of Q3 2026.

Mather Group held 788 shares of Schwab 5-10 Year Corporate Bond ETF worth $16.9K as of Q3 2026.
Schwab 5-10 Year Corporate Bond ETF was a new Mather Group position in Q3 2026.
Schwab 5-10 Year Corporate Bond ETF made up ﹤0.01% of Mather Group's portfolio in Q3 2026, its #1491 holding.
67 funds tracked by Wall St. Rank held Schwab 5-10 Year Corporate Bond ETF as of Q3 2026.

Based on Mather Group's 13F filing for Q3 2026, filed 14 Oct 2026.