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 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

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

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

Selective Wealth Management reduced its Schwab 5-10 Year Corporate Bond ETF (SCHI) stake by 15% in Q2 2026, selling an estimated $39.6K and leaving 9,731 shares worth $218K. The position accounts for 0.06% of the portfolio, ranked #125.

Selective Wealth Management first reported a position in SCHI in Q3 2024 and has held it in 8 quarters since. The position peaked at $354K in Q3 2024. 266 funds tracked by Wall St. Rank hold SCHI as of Q2 2026.

Selective Wealth Management held 9,731 shares of Schwab 5-10 Year Corporate Bond ETF worth $218K as of Q2 2026.
Selective Wealth Management sold 1,748 Schwab 5-10 Year Corporate Bond ETF shares in Q2 2026, an estimated $39.6K.
Schwab 5-10 Year Corporate Bond ETF made up 0.06% of Selective Wealth Management's portfolio in Q2 2026, its #125 holding.
Selective Wealth Management first reported a position in Schwab 5-10 Year Corporate Bond ETF in Q3 2024 and has held it in 8 quarters since.
Selective Wealth Management's Schwab 5-10 Year Corporate Bond ETF position peaked at $354K in Q3 2024.
266 funds tracked by Wall St. Rank held Schwab 5-10 Year Corporate Bond ETF as of Q2 2026.

Based on Selective Wealth Management's 13F filing for Q2 2026, filed 20 Jul 2026.