Wealthspire Advisors (New York)’s Schwab 5-10 Year Corporate Bond ETF SCHI Stock Holding History

Wealthspire Advisors (New York)’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	$4.07M	Buy	179,763 +42,835	+31%	+$970K	0.02%	292
2026 Q1	$3.11M	Buy	136,928 +676	+0.5%	+$15.5K	0.02%	219
2025 Q4	$3.13M	Buy	136,252 +126,208	+1,257%	+$2.91M	0.02%	223
2025 Q3	$232K	Buy	+10,044	New	+$229K	﹤0.01%	748
2024 Q4	–	Sell	-11,340	Closed	-$262K	–	834
2024 Q3	$262K	Buy	+11,340	New	+$257K	﹤0.01%	651

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 22.9% 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 40.89% 1-Year Est. Return

Wealthspire Advisors (New York)'s SCHI Position: Q2 2026 in Review

Wealthspire Advisors (New York) increased its Schwab 5-10 Year Corporate Bond ETF (SCHI) stake by 31% in Q2 2026, buying an estimated $970K and bringing the position to 179,763 shares worth $4.07M. The position accounts for 0.02% of the portfolio, ranked #292.

Wealthspire Advisors (New York) first reported a position in SCHI in Q3 2024 and has held it in 5 quarters since. 268 funds tracked by Wall St. Rank hold SCHI as of Q2 2026.

Wealthspire Advisors (New York) held 179,763 shares of Schwab 5-10 Year Corporate Bond ETF worth $4.07M as of Q2 2026.
Wealthspire Advisors (New York) bought 42,835 Schwab 5-10 Year Corporate Bond ETF shares in Q2 2026, an estimated $970K.
Schwab 5-10 Year Corporate Bond ETF made up 0.02% of Wealthspire Advisors (New York)'s portfolio in Q2 2026, its #292 holding.
Wealthspire Advisors (New York) first reported a position in Schwab 5-10 Year Corporate Bond ETF in Q3 2024 and has held it in 5 quarters since.
268 funds tracked by Wall St. Rank held Schwab 5-10 Year Corporate Bond ETF as of Q2 2026.

Based on Wealthspire Advisors (New York)'s 13F filing for Q2 2026, filed 11 Aug 2026.