MilWealth Group’s Schwab 5-10 Year Corporate Bond ETF SCHI Stock Holding History

MilWealth Group’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	$70.7K	Hold	3,118	–	–	0.02%	41
2025 Q4	$71.6K	Hold	3,118	–	–	0.02%	40
2025 Q3	$72K	Hold	3,118	–	–	0.02%	38
2025 Q2	$71K	Hold	3,118	–	–	0.02%	36
2025 Q1	$70K	Hold	3,118	–	–	0.02%	38
2024 Q4	$68.8K	Hold	3,118	–	–	0.02%	50
2024 Q3	$72K	Hold	3,118	–	–	0.02%	36
2024 Q2	$68.8K	Hold	3,118	–	–	0.02%	35
2024 Q1	$69.4K	Hold	3,118	–	–	0.02%	34
2023 Q4	$70.1K	Sell	3,118 -1,076	-26%	-$23K	0.02%	33
2023 Q3	$88.5K	Buy	4,194 +1,076	+35%	+$23.3K	0.03%	28
2023 Q2	$68.7K	Hold	3,118	–	–	0.03%	31
2023 Q1	$69.6K	Hold	3,118	–	–	0.03%	32
2022 Q4	$67.2K	Buy	+3,118	New	+$66.7K	0.03%	32
2022 Q3	–	Sell	-7,936	Closed	-$177K	–	68
2022 Q2	$177K	Sell	7,936 -46,238	-85%	-$1.05M	0.08%	29
2022 Q1	$1.3M	Buy	54,174 +51,910	+2,293%	+$1.28M	0.5%	14
2021 Q4	$58.5K	Buy	+2,264	New	+$58.6K	0.02%	36

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 $6.46B AUM 18.45% 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 $1.36B AUM 13.96% 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

MilWealth Group's SCHI Position: Q1 2026 in Review

MilWealth Group held its Schwab 5-10 Year Corporate Bond ETF (SCHI) position steady in Q1 2026 at 3,118 shares worth $70.7K. The position accounts for 0.02% of the portfolio, ranked #41.

MilWealth Group first reported a position in SCHI in Q4 2021 and has held it in 17 quarters since. The position peaked at $1.3M in Q1 2022. 257 funds tracked by Wall St. Rank hold SCHI as of Q1 2026.

MilWealth Group held 3,118 shares of Schwab 5-10 Year Corporate Bond ETF worth $70.7K as of Q1 2026.
MilWealth Group left its Schwab 5-10 Year Corporate Bond ETF share count unchanged in Q1 2026.
Schwab 5-10 Year Corporate Bond ETF made up 0.02% of MilWealth Group's portfolio in Q1 2026, its #41 holding.
MilWealth Group first reported a position in Schwab 5-10 Year Corporate Bond ETF in Q4 2021 and has held it in 17 quarters since.
MilWealth Group's Schwab 5-10 Year Corporate Bond ETF position peaked at $1.3M in Q1 2022.
257 funds tracked by Wall St. Rank held Schwab 5-10 Year Corporate Bond ETF as of Q1 2026.

Based on MilWealth Group's 13F filing for Q1 2026, filed 1 May 2026.