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

Spire 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 		$15.8K Buy
699
+8
+1% +$181 ﹤0.01% 1515
2026
Q1 		$15.7K Sell
691
-114
-14% -$2.62K ﹤0.01% 1493
2025
Q4 		$18.5K Buy
805
+13
+2% +$300 ﹤0.01% 1513
2025
Q3 		$18.3K Buy
792
+10
+1% +$228 ﹤0.01% 1555
2025
Q2 		$17.8K Sell
782
-247
-24% -$5.51K ﹤0.01% 1551
2025
Q1 		$23.1K Buy
1,029
+9
+0.9% +$200 ﹤0.01% 1560
2024
Q4 		$22.5K Buy
1,020
+562
+123% +$12.6K ﹤0.01% 1588
2024
Q3 		$10.6K Sell
458
-522
-53% -$11.8K ﹤0.01% 1610
2024
Q2 		$21.6K Sell
980
-5,748
-85% -$126K ﹤0.01% 1418
2024
Q1 		$150K Buy
6,728
+5,536
+464% +$123K ﹤0.01% 873
2023
Q4 		$26.5K Buy
1,192
+76
+7% +$1.63K ﹤0.01% 1433
2023
Q3 		$23.5K Buy
+1,116
New +$24.1K ﹤0.01% 1439
2022
Q4 		– Sell
-144
Closed -$3K – 2389
2022
Q3 		$3K Buy
+144
New +$3.21K ﹤0.01% 1888

Other funds holding SCHI

CAPTRUST Financial Advisors
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
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
AC
Allstate Corporation Northbrook, Illinois $10B AUM 30.74% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Royal Bank of Canada
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
PC
Permanens Capital New York $972M AUM 27.73% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return

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

Spire Wealth Management increased its Schwab 5-10 Year Corporate Bond ETF (SCHI) stake by 1.2% in Q2 2026, buying an estimated $181 and bringing the position to 699 shares worth $15.8K. The position accounts for ﹤0.01% of the portfolio, ranked #1515.

Spire Wealth Management first reported a position in SCHI in Q3 2022 and has held it in 13 quarters since. The position peaked at $150K in Q1 2024. 265 funds tracked by Wall St. Rank hold SCHI as of Q2 2026.

  • Spire Wealth Management held 699 shares of Schwab 5-10 Year Corporate Bond ETF worth $15.8K as of Q2 2026.
  • Spire Wealth Management bought 8 Schwab 5-10 Year Corporate Bond ETF shares in Q2 2026, an estimated $181.
  • Schwab 5-10 Year Corporate Bond ETF made up ﹤0.01% of Spire Wealth Management's portfolio in Q2 2026, its #1515 holding.
  • Spire Wealth Management first reported a position in Schwab 5-10 Year Corporate Bond ETF in Q3 2022 and has held it in 13 quarters since.
  • Spire Wealth Management's Schwab 5-10 Year Corporate Bond ETF position peaked at $150K in Q1 2024.
  • 265 funds tracked by Wall St. Rank held Schwab 5-10 Year Corporate Bond ETF as of Q2 2026.

Based on Spire Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.