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

Sculati 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	$1.18M	Buy	51,887 +4,829	+10%	+$111K	0.43%	62
2025 Q4	$1.08M	Buy	47,058 +4,029	+9%	+$92.9K	0.38%	63
2025 Q3	$993K	Sell	43,029 -7,229	-14%	-$165K	0.35%	72
2025 Q2	$1.14M	Sell	50,258 -33,558	-40%	-$749K	0.43%	66
2025 Q1	$1.88M	Buy	83,816 +61,611	+277%	+$1.37M	0.76%	38
2024 Q4	$490K	Buy	+22,205	New	+$499K	0.19%	77

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

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

Sculati Wealth Management increased its Schwab 5-10 Year Corporate Bond ETF (SCHI) stake by 10% in Q1 2026, buying an estimated $111K and bringing the position to 51,887 shares worth $1.18M. The position accounts for 0.43% of the portfolio, ranked #62.

Sculati Wealth Management first reported a position in SCHI in Q4 2024 and has held it in 6 quarters since. The position peaked at $1.88M in Q1 2025. 257 funds tracked by Wall St. Rank hold SCHI as of Q1 2026.

Sculati Wealth Management held 51,887 shares of Schwab 5-10 Year Corporate Bond ETF worth $1.18M as of Q1 2026.
Sculati Wealth Management bought 4,829 Schwab 5-10 Year Corporate Bond ETF shares in Q1 2026, an estimated $111K.
Schwab 5-10 Year Corporate Bond ETF made up 0.43% of Sculati Wealth Management's portfolio in Q1 2026, its #62 holding.
Sculati Wealth Management first reported a position in Schwab 5-10 Year Corporate Bond ETF in Q4 2024 and has held it in 6 quarters since.
Sculati Wealth Management's Schwab 5-10 Year Corporate Bond ETF position peaked at $1.88M in Q1 2025.
257 funds tracked by Wall St. Rank held Schwab 5-10 Year Corporate Bond ETF as of Q1 2026.

Based on Sculati Wealth Management's 13F filing for Q1 2026, filed 9 Apr 2026.