Medallion Wealth Advisors’s Schwab 5-10 Year Corporate Bond ETF SCHI Stock Holding History

Medallion Wealth Advisors’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	$35.4K	Buy	1,562 +1,506	+2,689%	+$34.5K	0.01%	543
2025 Q4	$1.29K	Hold	56	–	–	﹤0.01%	1034
2025 Q3	$1.29K	Hold	56	–	–	﹤0.01%	1013
2025 Q2	$1.27K	Hold	56	–	–	﹤0.01%	1005
2025 Q1	$1.26K	Hold	56	–	–	﹤0.01%	973
2024 Q4	$1.24K	Buy	+56	New	+$1.26K	﹤0.01%	910

Other funds holding SCHI

CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

RIG

RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

BFG

Bouchey Financial Group Troy, New York $1.55B AUM 29.02% 1-Year Est. Return

Permanens Capital New York $776M AUM 30.08% 1-Year Est. Return

LAM

L2 Asset Management Wayland, Massachusetts $1.05B AUM 29.07% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Medallion Wealth Advisors's SCHI Position: Q1 2026 in Review

Medallion Wealth Advisors increased its Schwab 5-10 Year Corporate Bond ETF (SCHI) stake by 2,689% in Q1 2026, buying an estimated $34.5K and bringing the position to 1,562 shares worth $35.4K. The position accounts for 0.01% of the portfolio, ranked #543.

Medallion Wealth Advisors first reported a position in SCHI in Q4 2024 and has held it in 6 quarters since. 257 funds tracked by Wall St. Rank hold SCHI as of Q1 2026.

Medallion Wealth Advisors held 1,562 shares of Schwab 5-10 Year Corporate Bond ETF worth $35.4K as of Q1 2026.
Medallion Wealth Advisors bought 1,506 Schwab 5-10 Year Corporate Bond ETF shares in Q1 2026, an estimated $34.5K.
Schwab 5-10 Year Corporate Bond ETF made up 0.01% of Medallion Wealth Advisors's portfolio in Q1 2026, its #543 holding.
Medallion Wealth Advisors first reported a position in Schwab 5-10 Year Corporate Bond ETF in Q4 2024 and has held it in 6 quarters since.
257 funds tracked by Wall St. Rank held Schwab 5-10 Year Corporate Bond ETF as of Q1 2026.

Based on Medallion Wealth Advisors's 13F filing for Q1 2026, filed 24 Apr 2026.