Wagner Wealth Management (South Carolina)’s Schwab 5-10 Year Corporate Bond ETF SCHI Stock Holding History

Wagner Wealth Management (South Carolina)’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	$271	Hold	12	–	–	﹤0.01%	279
2026 Q1	$268	Hold	12	–	–	﹤0.01%	276
2025 Q4	$269	Hold	12	–	–	﹤0.01%	260
2025 Q3	$266	Buy	12 +1	+9%	+$23	﹤0.01%	239
2025 Q2	$259	Sell	11 -164	-94%	-$3.66K	﹤0.01%	244
2025 Q1	$3.93K	Buy	175 +13	+8%	+$289	﹤0.01%	206
2024 Q4	$3.57K	Buy	162 +60	+59%	+$1.35K	﹤0.01%	210
2024 Q3	$2.35K	Buy	102 +12	+13%	+$272	﹤0.01%	206
2024 Q2	$1.99K	Buy	90 +12	+15%	+$263	﹤0.01%	238
2024 Q1	$1.74K	Buy	78 +14	+22%	+$311	﹤0.01%	233
2023 Q4	$1.44K	Buy	64 +10	+19%	+$214	﹤0.01%	220
2023 Q3	$1.14K	Buy	54 +46	+575%	+$995	﹤0.01%	201
2023 Q2	$176	Buy	8 +2	+33%	+$44	﹤0.01%	216
2023 Q1	$134	Buy	6 +2	+50%	+$44	﹤0.01%	211
2022 Q4	$86	Buy	+4	New	+$86	﹤0.01%	231

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 40.91% 1-Year Est. Return

Wagner Wealth Management (South Carolina)'s SCHI Position: Q2 2026 in Review

Wagner Wealth Management (South Carolina) held its Schwab 5-10 Year Corporate Bond ETF (SCHI) position steady in Q2 2026 at 12 shares worth $271. The position accounts for ﹤0.01% of the portfolio, ranked #279.

Wagner Wealth Management (South Carolina) first reported a position in SCHI in Q4 2022 and has held it in 15 quarters since. The position peaked at $3.93K in Q1 2025. 264 funds tracked by Wall St. Rank hold SCHI as of Q2 2026.

Wagner Wealth Management (South Carolina) held 12 shares of Schwab 5-10 Year Corporate Bond ETF worth $271 as of Q2 2026.
Wagner Wealth Management (South Carolina) left its Schwab 5-10 Year Corporate Bond ETF share count unchanged in Q2 2026.
Schwab 5-10 Year Corporate Bond ETF made up ﹤0.01% of Wagner Wealth Management (South Carolina)'s portfolio in Q2 2026, its #279 holding.
Wagner Wealth Management (South Carolina) first reported a position in Schwab 5-10 Year Corporate Bond ETF in Q4 2022 and has held it in 15 quarters since.
Wagner Wealth Management (South Carolina)'s Schwab 5-10 Year Corporate Bond ETF position peaked at $3.93K in Q1 2025.
264 funds tracked by Wall St. Rank held Schwab 5-10 Year Corporate Bond ETF as of Q2 2026.

Based on Wagner Wealth Management (South Carolina)'s 13F filing for Q2 2026, filed 24 Jul 2026.