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 Q3	$3.17M	Buy	147,829 +9,267	+7%	+$205K	2.3%	9
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

CAPTRUST Financial Advisors Raleigh, North Carolina $67.2B AUM 18.61% 1-Year Est. Return

RiverFront Investment Group Richmond, Virginia $8.06B AUM 17.38% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

Bouchey Financial Group Troy, New York $1.59B AUM 23.53% 1-Year Est. Return

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

Janney Montgomery Scott Philadelphia, Pennsylvania $52.3B AUM 19.7% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $121B AUM 21.47% 1-Year Est. Return

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

Ogorek Anthony Joseph Williamsville, New York $403M AUM 15.31% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

MFG Wealth Management's SCHI Position: Q3 2026 in Review

MFG Wealth Management increased its Schwab 5-10 Year Corporate Bond ETF (SCHI) stake by 6.7% in Q3 2026, buying an estimated $205K and bringing the position to 147,829 shares worth $3.17M. The position accounts for 2.3% of the portfolio, ranked #9.

MFG Wealth Management first reported a position in SCHI in Q3 2025 and has held it in 5 quarters since. 242 funds tracked by Wall St. Rank hold SCHI as of Q3 2026.

MFG Wealth Management held 147,829 shares of Schwab 5-10 Year Corporate Bond ETF worth $3.17M as of Q3 2026.
MFG Wealth Management bought 9,267 Schwab 5-10 Year Corporate Bond ETF shares in Q3 2026, an estimated $205K.
Schwab 5-10 Year Corporate Bond ETF made up 2.3% of MFG Wealth Management's portfolio in Q3 2026, its #9 holding.
MFG Wealth Management first reported a position in Schwab 5-10 Year Corporate Bond ETF in Q3 2025 and has held it in 5 quarters since.
242 funds tracked by Wall St. Rank held Schwab 5-10 Year Corporate Bond ETF as of Q3 2026.

Based on MFG Wealth Management's 13F filing for Q3 2026, filed 9 Oct 2026.