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

Northwestern Mutual 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 		$2.18M Buy
95,981
+17,442
+22% +$400K ﹤0.01% 1077
2025
Q4 		$1.8M Buy
78,539
+13,677
+21% +$315K ﹤0.01% 1085
2025
Q3 		$1.5M Buy
64,862
+42,764
+194% +$976K ﹤0.01% 1097
2025
Q2 		$503K Buy
22,098
+619
+3% +$13.8K ﹤0.01% 1381
2025
Q1 		$482K Buy
21,479
+12,847
+149% +$286K ﹤0.01% 1342
2024
Q4 		$190K Sell
8,632
-2,100
-20% -$47.2K ﹤0.01% 1678
2024
Q3 		$248K Sell
10,732
-2,046
-16% -$46.4K ﹤0.01% 1553
2024
Q2 		$282K Buy
12,778
+4,656
+57% +$102K ﹤0.01% 1457
2024
Q1 		$181K Sell
8,122
-414
-5% -$9.19K ﹤0.01% 1587
2023
Q4 		$192K Sell
8,536
-3,724
-30% -$79.7K ﹤0.01% 1524
2023
Q3 		$259K Buy
12,260
+8,548
+230% +$185K ﹤0.01% 1374
2023
Q2 		$81.8K Buy
+3,712
New +$82.2K ﹤0.01% 1805
2022
Q1 		– Sell
-8
Closed – – 3363
2021
Q4 		$0 Buy
+8
New +$207 ﹤0.01% 3305
2020
Q4 		– Sell
-350
Closed -$9K – 2854
2020
Q3 		$9K Buy
+350
New +$9.27K ﹤0.01% 2025

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 $7.56B AUM 23.82% 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 $1.55B AUM 29.02% 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

Northwestern Mutual Wealth Management's SCHI Position: Q1 2026 in Review

Northwestern Mutual Wealth Management increased its Schwab 5-10 Year Corporate Bond ETF (SCHI) stake by 22% in Q1 2026, buying an estimated $400K and bringing the position to 95,981 shares worth $2.18M. The position accounts for ﹤0.01% of the portfolio, ranked #1077.

Northwestern Mutual Wealth Management first reported a position in SCHI in Q3 2020 and has held it in 14 quarters since. 257 funds tracked by Wall St. Rank hold SCHI as of Q1 2026.

  • Northwestern Mutual Wealth Management held 95,981 shares of Schwab 5-10 Year Corporate Bond ETF worth $2.18M as of Q1 2026.
  • Northwestern Mutual Wealth Management bought 17,442 Schwab 5-10 Year Corporate Bond ETF shares in Q1 2026, an estimated $400K.
  • Schwab 5-10 Year Corporate Bond ETF made up ﹤0.01% of Northwestern Mutual Wealth Management's portfolio in Q1 2026, its #1077 holding.
  • Northwestern Mutual Wealth Management first reported a position in Schwab 5-10 Year Corporate Bond ETF in Q3 2020 and has held it in 14 quarters since.
  • 257 funds tracked by Wall St. Rank held Schwab 5-10 Year Corporate Bond ETF as of Q1 2026.

Based on Northwestern Mutual Wealth Management's 13F filing for Q1 2026, filed 7 May 2026.