Wealth Enhancement Advisory Services
SCHI icon

Wealth Enhancement Advisory Services’s Schwab 5-10 Year Corporate Bond ETF SCHI Stock Holding History

Wealth Enhancement Advisory Services’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 		$1.03M Sell
46,135
-28,117
-38% -$637K ﹤0.01% 2051
2026
Q1 		$1.68M Sell
74,252
-514
-0.7% -$11.8K ﹤0.01% 1495
2025
Q4 		$1.72M Buy
74,766
+11,358
+18% +$262K ﹤0.01% 1597
2025
Q3 		$1.46M Buy
63,408
+9,526
+18% +$217K ﹤0.01% 1635
2025
Q2 		$1.22M Sell
53,882
-3,070
-5% -$68.5K ﹤0.01% 1636
2025
Q1 		$1.28M Sell
56,952
-358,655
-86% -$7.97M ﹤0.01% 1483
2024
Q4 		$9.17M Buy
415,607
+12,201
+3% +$274K 0.02% 588
2024
Q3 		$9.31M Buy
403,406
+21,632
+6% +$490K 0.02% 533
2024
Q2 		$8.42M Buy
381,774
+60,422
+19% +$1.32M 0.02% 531
2024
Q1 		$7.15M Buy
321,352
+59,604
+23% +$1.32M 0.02% 564
2023
Q4 		$5.88M Buy
261,748
+59,876
+30% +$1.28M 0.02% 568
2023
Q3 		$4.26M Buy
201,872
+192,516
+2,058% +$4.16M 0.01% 623
2023
Q2 		$206K Buy
+9,356
New +$207K ﹤0.01% 498

Other funds holding SCHI

WFA
WestHill Financial Advisors San Rafael, California $587M AUM 20.13% 1-Year Est. Return
CST
Charles Schwab Trust Henderson, Nevada $1.79B AUM 17.47% 1-Year Est. Return
WCFP
White & Co Financial Planning Sunnyside, Washington $161M AUM 18.51% 1-Year Est. Return
WWM
WT Wealth Management Scottsdale, Arizona $361M AUM 23.03% 1-Year Est. Return
SL
Systelligence LLC Bloomington, Minnesota $599M AUM 24.4% 1-Year Est. Return
BONH
Bank of New Hampshire Laconia, New Hampshire $479M AUM 31.52% 1-Year Est. Return
RA
Rational Advisors Huntington, New York $1.09B AUM 11.58% 1-Year Est. Return
E
Entelevest Coral Gables, Florida $117M AUM
MWM
MFG Wealth Management Indianapolis, Indiana $140M AUM 44.72% 1-Year Est. Return
CNBTD
Citizens National Bank Trust Department Meridian, Mississippi $680M AUM 46.36% 1-Year Est. Return

Wealth Enhancement Advisory Services's SCHI Position: Q2 2026 in Review

Wealth Enhancement Advisory Services reduced its Schwab 5-10 Year Corporate Bond ETF (SCHI) stake by 38% in Q2 2026, selling an estimated $637K and leaving 46,135 shares worth $1.03M. The position accounts for ﹤0.01% of the portfolio, ranked #2051.

Wealth Enhancement Advisory Services first reported a position in SCHI in Q2 2023 and has held it in 13 quarters since. The position peaked at $9.31M in Q3 2024. 75 funds tracked by Wall St. Rank hold SCHI as of Q2 2026.

  • Wealth Enhancement Advisory Services held 46,135 shares of Schwab 5-10 Year Corporate Bond ETF worth $1.03M as of Q2 2026.
  • Wealth Enhancement Advisory Services sold 28,117 Schwab 5-10 Year Corporate Bond ETF shares in Q2 2026, an estimated $637K.
  • Schwab 5-10 Year Corporate Bond ETF made up ﹤0.01% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #2051 holding.
  • Wealth Enhancement Advisory Services first reported a position in Schwab 5-10 Year Corporate Bond ETF in Q2 2023 and has held it in 13 quarters since.
  • Wealth Enhancement Advisory Services's Schwab 5-10 Year Corporate Bond ETF position peaked at $9.31M in Q3 2024.
  • 75 funds tracked by Wall St. Rank held Schwab 5-10 Year Corporate Bond ETF as of Q2 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2026, filed 15 Jul 2026.