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

Selective 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 Q3	$211K	Hold	9,731	–	–	0.05%	142
2026 Q2	$218K	Sell	9,731 -1,748	-15%	-$39.6K	0.06%	125
2026 Q1	$260K	Sell	11,479 -3,386	-23%	-$77.7K	0.08%	106
2025 Q4	$342K	Buy	14,865 +22	+0.1%	+$507	0.11%	82
2025 Q3	$342K	Sell	14,843 -592	-4%	-$13.5K	0.11%	77
2025 Q2	$349K	Buy	15,435 +22	+0.1%	+$491	0.13%	74
2025 Q1	$337K	Sell	15,413 -168	-1%	-$3.74K	0.15%	66
2024 Q4	$340K	Buy	15,581 +23	+0.1%	+$517	0.14%	70
2024 Q3	$354K	Buy	+15,558	New	+$353K	0.15%	74

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

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

BCG

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

Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 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

Selective Wealth Management's SCHI Position: Q3 2026 in Review

Selective Wealth Management held its Schwab 5-10 Year Corporate Bond ETF (SCHI) position steady in Q3 2026 at 9,731 shares worth $211K. The position accounts for 0.05% of the portfolio, ranked #142.

Selective Wealth Management first reported a position in SCHI in Q3 2024 and has held it in 9 quarters since. The position peaked at $354K in Q3 2024. 148 funds tracked by Wall St. Rank hold SCHI as of Q3 2026.

Selective Wealth Management held 9,731 shares of Schwab 5-10 Year Corporate Bond ETF worth $211K as of Q3 2026.
Selective Wealth Management left its Schwab 5-10 Year Corporate Bond ETF share count unchanged in Q3 2026.
Schwab 5-10 Year Corporate Bond ETF made up 0.05% of Selective Wealth Management's portfolio in Q3 2026, its #142 holding.
Selective Wealth Management first reported a position in Schwab 5-10 Year Corporate Bond ETF in Q3 2024 and has held it in 9 quarters since.
Selective Wealth Management's Schwab 5-10 Year Corporate Bond ETF position peaked at $354K in Q3 2024.
148 funds tracked by Wall St. Rank held Schwab 5-10 Year Corporate Bond ETF as of Q3 2026.

Based on Selective Wealth Management's 13F filing for Q3 2026, filed 16 Oct 2026.