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 Q2	$1.21M	Buy	54,113 +2,226	+4%	+$50.4K	0.41%	61
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 $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 Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Allstate Corporation Northbrook, Illinois $10B AUM 30.74% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

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

Permanens Capital New York $972M AUM 27.73% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

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

Sculati Wealth Management increased its Schwab 5-10 Year Corporate Bond ETF (SCHI) stake by 4.3% in Q2 2026, buying an estimated $50.4K and bringing the position to 54,113 shares worth $1.21M. The position accounts for 0.41% of the portfolio, ranked #61.

Sculati Wealth Management first reported a position in SCHI in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.88M in Q1 2025. 267 funds tracked by Wall St. Rank hold SCHI as of Q2 2026.

Sculati Wealth Management held 54,113 shares of Schwab 5-10 Year Corporate Bond ETF worth $1.21M as of Q2 2026.
Sculati Wealth Management bought 2,226 Schwab 5-10 Year Corporate Bond ETF shares in Q2 2026, an estimated $50.4K.
Schwab 5-10 Year Corporate Bond ETF made up 0.41% of Sculati Wealth Management's portfolio in Q2 2026, its #61 holding.
Sculati Wealth Management first reported a position in Schwab 5-10 Year Corporate Bond ETF in Q4 2024 and has held it in 7 quarters since.
Sculati Wealth Management's Schwab 5-10 Year Corporate Bond ETF position peaked at $1.88M in Q1 2025.
267 funds tracked by Wall St. Rank held Schwab 5-10 Year Corporate Bond ETF as of Q2 2026.

Based on Sculati Wealth Management's 13F filing for Q2 2026, filed 21 Jul 2026.