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

Private Wealth Asset 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 		– Sell
-10,583
Closed -$240K – 959
2026
Q1 		$240K Buy
10,583
+18
+0.2% +$413 0.03% 241
2025
Q4 		$243K Buy
+10,565
New +$244K 0.03% 242

Other funds holding SCHI

CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 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 $424B AUM 22.96% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
AC
Allstate Corporation Northbrook, Illinois $10B AUM 30.74% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 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 $972M AUM 27.73% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return

Private Wealth Asset Management's SCHI Position: Q2 2026 in Review

Private Wealth Asset Management sold out of Schwab 5-10 Year Corporate Bond ETF (SCHI) in Q2 2026, closing a stake of 10,583 shares — an estimated $240K sold.

Private Wealth Asset Management first reported a position in SCHI in Q4 2025 and held it in 2 quarters. The position peaked at $243K in Q4 2025. 265 funds tracked by Wall St. Rank hold SCHI as of Q2 2026.

  • Private Wealth Asset Management reported no remaining Schwab 5-10 Year Corporate Bond ETF position as of Q2 2026 after selling out during the quarter.
  • Private Wealth Asset Management sold 10,583 Schwab 5-10 Year Corporate Bond ETF shares in Q2 2026, an estimated $240K.
  • Private Wealth Asset Management first reported a position in Schwab 5-10 Year Corporate Bond ETF in Q4 2025 and held it in 2 quarters.
  • Private Wealth Asset Management's Schwab 5-10 Year Corporate Bond ETF position peaked at $243K in Q4 2025.
  • 265 funds tracked by Wall St. Rank held Schwab 5-10 Year Corporate Bond ETF as of Q2 2026.

Based on Private Wealth Asset Management's 13F filing for Q2 2026, filed 11 Aug 2026.