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

Rialto 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	–	Sell	-2,536	Closed	-$58.3K	–	1792
2025 Q4	$58.3K	Sell	2,536 -2,036	-45%	-$46.9K	0.01%	272
2025 Q3	$106K	Hold	4,572	–	–	0.03%	198
2025 Q2	$104K	Hold	4,572	–	–	0.03%	195
2025 Q1	$103K	Hold	4,572	–	–	0.03%	189
2024 Q4	$101K	Buy	+4,572	New	+$103K	0.03%	194

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

Rialto Wealth Management's SCHI Position: Q1 2026 in Review

Rialto Wealth Management sold out of Schwab 5-10 Year Corporate Bond ETF (SCHI) in Q1 2026, closing a stake of 2,536 shares — an estimated $58.3K sold.

Rialto Wealth Management first reported a position in SCHI in Q4 2024 and held it in 5 quarters. The position peaked at $106K in Q3 2025. 257 funds tracked by Wall St. Rank hold SCHI as of Q1 2026.

Rialto Wealth Management reported no remaining Schwab 5-10 Year Corporate Bond ETF position as of Q1 2026 after selling out during the quarter.
Rialto Wealth Management sold 2,536 Schwab 5-10 Year Corporate Bond ETF shares in Q1 2026, an estimated $58.3K.
Rialto Wealth Management first reported a position in Schwab 5-10 Year Corporate Bond ETF in Q4 2024 and held it in 5 quarters.
Rialto Wealth Management's Schwab 5-10 Year Corporate Bond ETF position peaked at $106K in Q3 2025.
257 funds tracked by Wall St. Rank held Schwab 5-10 Year Corporate Bond ETF as of Q1 2026.

Based on Rialto Wealth Management's 13F filing for Q1 2026, filed 14 May 2026.