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

MFG 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	$3.14M	Buy	138,562 +5,878	+4%	+$133K	2.24%	12
2026 Q1	$3.01M	Buy	132,684 +2,338	+2%	+$53.6K	2.5%	6
2025 Q4	$2.99M	Sell	130,346 -366	-0.3%	-$8.44K	2.33%	12
2025 Q3	$3.02M	Buy	+130,712	New	+$2.98M	2.28%	9

Other funds holding SCHI

CST

Charles Schwab Trust Henderson, Nevada $1.79B AUM 17.47% 1-Year Est. Return

WCFP

White & Co Financial Planning Sunnyside, Washington $161M AUM 18.51% 1-Year Est. Return

Systelligence LLC Bloomington, Minnesota $599M AUM 24.4% 1-Year Est. Return

BONH

Bank of New Hampshire Laconia, New Hampshire $479M AUM 31.52% 1-Year Est. Return

CFG

Certior Financial Group King Of Prussia, Pennsylvania $183M AUM 14.84% 1-Year Est. Return

IIA

Integral Investment Advisors Turlock, California $454M AUM 21.42% 1-Year Est. Return

AWM

Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

WAM

Worth Asset Management Dallas, Texas $313M AUM 37.93% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

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

MFG Wealth Management increased its Schwab 5-10 Year Corporate Bond ETF (SCHI) stake by 4.4% in Q2 2026, buying an estimated $133K and bringing the position to 138,562 shares worth $3.14M. The position accounts for 2.24% of the portfolio, ranked #12.

MFG Wealth Management first reported a position in SCHI in Q3 2025 and has held it in 4 quarters since. 45 funds tracked by Wall St. Rank hold SCHI as of Q2 2026.

MFG Wealth Management held 138,562 shares of Schwab 5-10 Year Corporate Bond ETF worth $3.14M as of Q2 2026.
MFG Wealth Management bought 5,878 Schwab 5-10 Year Corporate Bond ETF shares in Q2 2026, an estimated $133K.
Schwab 5-10 Year Corporate Bond ETF made up 2.24% of MFG Wealth Management's portfolio in Q2 2026, its #12 holding.
MFG 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.
45 funds tracked by Wall St. Rank held Schwab 5-10 Year Corporate Bond ETF as of Q2 2026.

Based on MFG Wealth Management's 13F filing for Q2 2026, filed 8 Jul 2026.