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

Mission 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 		$272K Buy
+12,013
New +$272K ﹤0.01% 914
2025
Q4 		– Sell
-9,465
Closed -$218K – 757
2025
Q3 		$218K Buy
+9,465
New +$216K ﹤0.01% 659

Other funds holding SCHI

RIG
RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
BFG
Bouchey Financial Group Troy, New York $1.55B AUM 29.02% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
WFA
WestHill Financial Advisors San Rafael, California $587M AUM 20.13% 1-Year Est. Return
CST
Charles Schwab Trust Henderson, Nevada $1.79B AUM 17.47% 1-Year Est. Return
VST
Van Strum & Towne San Francisco, California $367M AUM 19.6% 1-Year Est. Return
WCFP
White & Co Financial Planning Sunnyside, Washington $161M AUM 18.51% 1-Year Est. Return
FA
FF Advisors Manhattan Beach, California $267M AUM 22.35% 1-Year Est. Return
WWM
WT Wealth Management Scottsdale, Arizona $361M AUM 23.03% 1-Year Est. Return

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

Mission Wealth Management opened a new position in Schwab 5-10 Year Corporate Bond ETF (SCHI) in Q2 2026: 12,013 shares worth $272K. The stake represents ﹤0.01% of the portfolio and ranks #914 among its holdings. This is a return to the name: Mission Wealth Management previously reported a position in SCHI as recently as Q3 2025.

Mission Wealth Management first reported a position in SCHI in Q3 2025 and has held it in 2 quarters since. 149 funds tracked by Wall St. Rank hold SCHI as of Q2 2026.

  • Mission Wealth Management held 12,013 shares of Schwab 5-10 Year Corporate Bond ETF worth $272K as of Q2 2026.
  • Schwab 5-10 Year Corporate Bond ETF was a new Mission Wealth Management position in Q2 2026.
  • Schwab 5-10 Year Corporate Bond ETF made up ﹤0.01% of Mission Wealth Management's portfolio in Q2 2026, its #914 holding.
  • Mission Wealth Management first reported a position in Schwab 5-10 Year Corporate Bond ETF in Q3 2025 and has held it in 2 quarters since.
  • 149 funds tracked by Wall St. Rank held Schwab 5-10 Year Corporate Bond ETF as of Q2 2026.

Based on Mission Wealth Management's 13F filing for Q2 2026, filed 20 Jul 2026.