Trilogy Capital
SCHI icon

Trilogy Capital’s Schwab 5-10 Year Corporate Bond ETF SCHI Stock Holding History

Trilogy Capital’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 		– Sell
-10,568
Closed -$239K – 428
2026
Q2 		$239K Sell
10,568
-15,540
-60% -$352K 0.01% 371
2026
Q1 		$592K Buy
26,108
+10,032
+62% +$230K 0.03% 237
2025
Q4 		$369K Buy
+16,076
New +$371K 0.02% 284

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BCG
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Kestra Advisory Services
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FA
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Charles Schwab Trust
Charles Schwab Trust Henderson, Nevada $1.73B AUM 11.35% 1-Year Est. Return
Kaizen Financial Strategies
Kaizen Financial Strategies Campbell, California $254M AUM 28.38% 1-Year Est. Return
Bank of New Hampshire
Bank of New Hampshire Laconia, New Hampshire $463M AUM 23.57% 1-Year Est. Return
Bestgate Wealth Advisors
Bestgate Wealth Advisors Frederick, Maryland $158M AUM 16.38% 1-Year Est. Return
Prairiewood Capital
Prairiewood Capital Fargo, North Dakota $396M AUM 9.38% 1-Year Est. Return

Trilogy Capital's SCHI Position: Q3 2026 in Review

Trilogy Capital sold out of Schwab 5-10 Year Corporate Bond ETF (SCHI) in Q3 2026, closing a stake of 10,568 shares — an estimated $239K sold.

Trilogy Capital first reported a position in SCHI in Q4 2025 and held it in 3 quarters. The position peaked at $592K in Q1 2026. 110 funds tracked by Wall St. Rank hold SCHI as of Q3 2026.

  • Trilogy Capital reported no remaining Schwab 5-10 Year Corporate Bond ETF position as of Q3 2026 after selling out during the quarter.
  • Trilogy Capital sold 10,568 Schwab 5-10 Year Corporate Bond ETF shares in Q3 2026, an estimated $239K.
  • Trilogy Capital first reported a position in Schwab 5-10 Year Corporate Bond ETF in Q4 2025 and held it in 3 quarters.
  • Trilogy Capital's Schwab 5-10 Year Corporate Bond ETF position peaked at $592K in Q1 2026.
  • 110 funds tracked by Wall St. Rank held Schwab 5-10 Year Corporate Bond ETF as of Q3 2026.

Based on Trilogy Capital's 13F filing for Q3 2026, filed 20 Oct 2026.