Seek First’s Schwab 5-10 Year Corporate Bond ETF SCHI Stock Holding History

Seek First’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 Q3	$3.84M	Sell	178,962 -8,144	-4%	-$180K	2.47%	9
2026 Q2	$4.24M	Sell	187,106 -7,226	-4%	-$164K	2.67%	9
2026 Q1	$4.41M	Buy	194,332 +1,108	+0.6%	+$25.4K	3.11%	8
2025 Q4	$4.44M	Buy	193,224 +4,128	+2%	+$95.2K	3.06%	7
2025 Q3	$4.36M	Buy	189,096 +4,308	+2%	+$98.4K	3.14%	8
2025 Q2	$4.21M	Buy	184,788 +18,306	+11%	+$408K	3.41%	7
2025 Q1	$3.74M	Buy	+166,482	New	+$3.7M	3.32%	7

Other funds holding SCHI

WestHill Financial Advisors San Rafael, California $597M AUM 13.09% 1-Year Est. Return

White & Co Financial Planning Sunnyside, Washington $151M AUM 8.16% 1-Year Est. Return

BCG

BRIA Capital Group Wesley Chapel, Florida $147M AUM 19.54% 1-Year Est. Return

FF Advisors Manhattan Beach, California $273M AUM 14.87% 1-Year Est. Return

Charles Schwab Trust Henderson, Nevada $1.73B AUM 11.35% 1-Year Est. Return

Kaizen Financial Strategies Campbell, California $254M AUM 28.38% 1-Year Est. Return

Bank of New Hampshire Laconia, New Hampshire $463M AUM 23.57% 1-Year Est. Return

Bestgate Wealth Advisors Frederick, Maryland $158M AUM 16.38% 1-Year Est. Return

Prairiewood Capital Fargo, North Dakota $396M AUM 9.38% 1-Year Est. Return

Wealth Forward LLC Fargo, North Dakota $221M AUM 10.49% 1-Year Est. Return

Seek First's SCHI Position: Q3 2026 in Review

Seek First reduced its Schwab 5-10 Year Corporate Bond ETF (SCHI) stake by 4.4% in Q3 2026, selling an estimated $180K and leaving 178,962 shares worth $3.84M. The position accounts for 2.47% of the portfolio, ranked #9.

Seek First first reported a position in SCHI in Q1 2025 and has held it in 7 quarters since. The position peaked at $4.44M in Q4 2025. 94 funds tracked by Wall St. Rank hold SCHI as of Q3 2026.

Seek First held 178,962 shares of Schwab 5-10 Year Corporate Bond ETF worth $3.84M as of Q3 2026.
Seek First sold 8,144 Schwab 5-10 Year Corporate Bond ETF shares in Q3 2026, an estimated $180K.
Schwab 5-10 Year Corporate Bond ETF made up 2.47% of Seek First's portfolio in Q3 2026, its #9 holding.
Seek First first reported a position in Schwab 5-10 Year Corporate Bond ETF in Q1 2025 and has held it in 7 quarters since.
Seek First's Schwab 5-10 Year Corporate Bond ETF position peaked at $4.44M in Q4 2025.
94 funds tracked by Wall St. Rank held Schwab 5-10 Year Corporate Bond ETF as of Q3 2026.

Based on Seek First's 13F filing for Q3 2026, filed 27 Oct 2026.