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

Meridian 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 Q2	$623K	Buy	27,499 +2,356	+9%	+$53.4K	0.02%	484
2026 Q1	$570K	Buy	25,143 +6,625	+36%	+$152K	0.02%	485
2025 Q4	$425K	Buy	18,518 +8,698	+89%	+$201K	0.02%	537
2025 Q3	$227K	Buy	+9,820	New	+$224K	0.01%	648

Other funds holding SCHI

CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return

RIG

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Allstate Corporation Northbrook, Illinois $10B AUM 30.74% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

BFG

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

Permanens Capital New York $972M AUM 27.73% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

Meridian Wealth Management's SCHI Position: Q2 2026 in Review

Meridian Wealth Management increased its Schwab 5-10 Year Corporate Bond ETF (SCHI) stake by 9.4% in Q2 2026, buying an estimated $53.4K and bringing the position to 27,499 shares worth $623K. The position accounts for 0.02% of the portfolio, ranked #484.

Meridian Wealth Management first reported a position in SCHI in Q3 2025 and has held it in 4 quarters since. 267 funds tracked by Wall St. Rank hold SCHI as of Q2 2026.

Meridian Wealth Management held 27,499 shares of Schwab 5-10 Year Corporate Bond ETF worth $623K as of Q2 2026.
Meridian Wealth Management bought 2,356 Schwab 5-10 Year Corporate Bond ETF shares in Q2 2026, an estimated $53.4K.
Schwab 5-10 Year Corporate Bond ETF made up 0.02% of Meridian Wealth Management's portfolio in Q2 2026, its #484 holding.
Meridian Wealth Management first reported a position in Schwab 5-10 Year Corporate Bond ETF in Q3 2025 and has held it in 4 quarters since.
267 funds tracked by Wall St. Rank held Schwab 5-10 Year Corporate Bond ETF as of Q2 2026.

Based on Meridian Wealth Management's 13F filing for Q2 2026, filed 5 Aug 2026.