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

RMG 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 		– Sell
-5,102
Closed -$116K – 697
2026
Q1 		$116K Buy
+5,102
New +$117K 0.01% 106

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Envestnet Asset Management
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Raymond James Financial
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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

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

RMG Wealth Management sold out of Schwab 5-10 Year Corporate Bond ETF (SCHI) in Q2 2026, closing a stake of 5,102 shares — an estimated $116K sold.

RMG Wealth Management first reported a position in SCHI in Q1 2026 and held it in 1 quarter. The position peaked at $116K in Q1 2026. 265 funds tracked by Wall St. Rank hold SCHI as of Q2 2026.

  • RMG Wealth Management reported no remaining Schwab 5-10 Year Corporate Bond ETF position as of Q2 2026 after selling out during the quarter.
  • RMG Wealth Management sold 5,102 Schwab 5-10 Year Corporate Bond ETF shares in Q2 2026, an estimated $116K.
  • RMG Wealth Management first reported a position in Schwab 5-10 Year Corporate Bond ETF in Q1 2026 and held it in 1 quarter.
  • RMG Wealth Management's Schwab 5-10 Year Corporate Bond ETF position peaked at $116K in Q1 2026.
  • 265 funds tracked by Wall St. Rank held Schwab 5-10 Year Corporate Bond ETF as of Q2 2026.

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