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San Luis Wealth Advisors’s Schwab 5-10 Year Corporate Bond ETF SCHI Stock Holding History

San Luis Wealth Advisors’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 		$222K Buy
9,820
+776
+9% +$17.6K 0.03% 169
2026
Q1 		$205K Buy
+9,044
New +$207K 0.03% 163
2025
Q3 		– Sell
-656,737
Closed -$14.9M – 183
2025
Q2 		$14.9M Sell
656,737
-178,516
-21% -$3.98M 3.21% 7
2025
Q1 		$18.8M Sell
835,253
-207,956
-20% -$4.62M 4.24% 6
2024
Q4 		$23M Buy
1,043,209
+156,901
+18% +$3.53M 4.36% 5
2024
Q3 		$20.5M Buy
886,308
+229,824
+35% +$5.21M 4.23% 6
2024
Q2 		$14.5M Buy
+656,484
New +$14.4M 3.48% 7

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

San Luis Wealth Advisors's SCHI Position: Q2 2026 in Review

San Luis Wealth Advisors increased its Schwab 5-10 Year Corporate Bond ETF (SCHI) stake by 8.6% in Q2 2026, buying an estimated $17.6K and bringing the position to 9,820 shares worth $222K. The position accounts for 0.03% of the portfolio, ranked #169.

San Luis Wealth Advisors first reported a position in SCHI in Q2 2024 and has held it in 7 quarters since. The position peaked at $23M in Q4 2024. 265 funds tracked by Wall St. Rank hold SCHI as of Q2 2026.

  • San Luis Wealth Advisors held 9,820 shares of Schwab 5-10 Year Corporate Bond ETF worth $222K as of Q2 2026.
  • San Luis Wealth Advisors bought 776 Schwab 5-10 Year Corporate Bond ETF shares in Q2 2026, an estimated $17.6K.
  • Schwab 5-10 Year Corporate Bond ETF made up 0.03% of San Luis Wealth Advisors's portfolio in Q2 2026, its #169 holding.
  • San Luis Wealth Advisors first reported a position in Schwab 5-10 Year Corporate Bond ETF in Q2 2024 and has held it in 7 quarters since.
  • San Luis Wealth Advisors's Schwab 5-10 Year Corporate Bond ETF position peaked at $23M in Q4 2024.
  • 265 funds tracked by Wall St. Rank held Schwab 5-10 Year Corporate Bond ETF as of Q2 2026.

Based on San Luis Wealth Advisors's 13F filing for Q2 2026, filed 16 Jul 2026.