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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
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
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return
RIG
RiverFront Investment Group Richmond, Virginia $6.46B AUM 18.45% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
BFG
Bouchey Financial Group Troy, New York $1.36B AUM 13.96% 1-Year Est. Return
PC
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
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Meridian Wealth Management's SCHI Position: Q1 2026 in Review

Meridian Wealth Management increased its Schwab 5-10 Year Corporate Bond ETF (SCHI) stake by 36% in Q1 2026, buying an estimated $152K and bringing the position to 25,143 shares worth $570K. The position accounts for 0.02% of the portfolio, ranked #485.

Meridian Wealth Management first reported a position in SCHI in Q3 2025 and has held it in 3 quarters since. 257 funds tracked by Wall St. Rank hold SCHI as of Q1 2026.

  • Meridian Wealth Management held 25,143 shares of Schwab 5-10 Year Corporate Bond ETF worth $570K as of Q1 2026.
  • Meridian Wealth Management bought 6,625 Schwab 5-10 Year Corporate Bond ETF shares in Q1 2026, an estimated $152K.
  • Schwab 5-10 Year Corporate Bond ETF made up 0.02% of Meridian Wealth Management's portfolio in Q1 2026, its #485 holding.
  • Meridian Wealth Management first reported a position in Schwab 5-10 Year Corporate Bond ETF in Q3 2025 and has held it in 3 quarters since.
  • 257 funds tracked by Wall St. Rank held Schwab 5-10 Year Corporate Bond ETF as of Q1 2026.

Based on Meridian Wealth Management's 13F filing for Q1 2026, filed 6 May 2026.