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

Olistico Wealth’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	$11.8K	Buy	+549	New	+$12.2K	﹤0.01%	250

Other funds holding SCHI

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

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

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

BCG

BRIA Capital Group Wesley Chapel, Florida $147M AUM 19.54% 1-Year Est. Return

Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return

FF Advisors Manhattan Beach, California $273M AUM 14.87% 1-Year Est. Return

Charles Schwab Trust Henderson, Nevada $1.73B AUM 11.35% 1-Year Est. Return

Kaizen Financial Strategies Campbell, California $254M AUM 28.38% 1-Year Est. Return

Bank of New Hampshire Laconia, New Hampshire $463M AUM 23.57% 1-Year Est. Return

Bestgate Wealth Advisors Frederick, Maryland $158M AUM 16.38% 1-Year Est. Return

Olistico Wealth's SCHI Position: Q3 2026 in Review

Olistico Wealth opened a new position in Schwab 5-10 Year Corporate Bond ETF (SCHI) in Q3 2026: 549 shares worth $11.8K. The stake represents ﹤0.01% of the portfolio and ranks #250 among its holdings.

170 funds tracked by Wall St. Rank hold SCHI as of Q3 2026.

Olistico Wealth held 549 shares of Schwab 5-10 Year Corporate Bond ETF worth $11.8K as of Q3 2026.
Schwab 5-10 Year Corporate Bond ETF was a new Olistico Wealth position in Q3 2026.
Schwab 5-10 Year Corporate Bond ETF made up ﹤0.01% of Olistico Wealth's portfolio in Q3 2026, its #250 holding.
170 funds tracked by Wall St. Rank held Schwab 5-10 Year Corporate Bond ETF as of Q3 2026.

Based on Olistico Wealth's 13F filing for Q3 2026, filed 5 Oct 2026.