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

WealthBridge Capital 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 Q1	$514K	Buy	22,656 +3,500	+18%	+$80.3K	0.12%	125
2025 Q4	$440K	Sell	19,156 -600	-3%	-$13.8K	0.1%	135
2025 Q3	$456K	Hold	19,756	–	–	0.11%	133
2025 Q2	$450K	Sell	19,756 -414	-2%	-$9.24K	0.11%	129
2025 Q1	$453K	Buy	20,170 +1,086	+6%	+$24.1K	0.13%	117
2024 Q4	$421K	Buy	19,084 +700	+4%	+$15.7K	0.12%	122
2024 Q3	$424K	Buy	18,384 +1,400	+8%	+$31.7K	0.12%	123
2024 Q2	$374K	Buy	16,984 +3,700	+28%	+$81.1K	0.12%	118
2024 Q1	$296K	Buy	+13,284	New	+$295K	0.1%	133

Other funds holding SCHI

CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

RIG

RiverFront Investment Group Richmond, Virginia $6.46B AUM 18.45% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

BFG

Bouchey Financial Group Troy, New York $1.36B AUM 13.96% 1-Year Est. Return

Permanens Capital New York $776M AUM 30.08% 1-Year Est. Return

LAM

L2 Asset Management Wayland, Massachusetts $1.05B AUM 29.07% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

WealthBridge Capital Management's SCHI Position: Q1 2026 in Review

WealthBridge Capital Management increased its Schwab 5-10 Year Corporate Bond ETF (SCHI) stake by 18% in Q1 2026, buying an estimated $80.3K and bringing the position to 22,656 shares worth $514K. The position accounts for 0.12% of the portfolio, ranked #125.

WealthBridge Capital Management first reported a position in SCHI in Q1 2024 and has held it in 9 quarters since. 257 funds tracked by Wall St. Rank hold SCHI as of Q1 2026.

WealthBridge Capital Management held 22,656 shares of Schwab 5-10 Year Corporate Bond ETF worth $514K as of Q1 2026.
WealthBridge Capital Management bought 3,500 Schwab 5-10 Year Corporate Bond ETF shares in Q1 2026, an estimated $80.3K.
Schwab 5-10 Year Corporate Bond ETF made up 0.12% of WealthBridge Capital Management's portfolio in Q1 2026, its #125 holding.
WealthBridge Capital Management first reported a position in Schwab 5-10 Year Corporate Bond ETF in Q1 2024 and has held it in 9 quarters since.
257 funds tracked by Wall St. Rank held Schwab 5-10 Year Corporate Bond ETF as of Q1 2026.

Based on WealthBridge Capital Management's 13F filing for Q1 2026, filed 17 Apr 2026.