Wells Fargo
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Wells Fargo’s Schwab 5-10 Year Corporate Bond ETF SCHI Stock Holding History

Wells Fargo’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 		$213K Sell
9,408
-7,273
-44% -$167K ﹤0.01% 4672
2025
Q4 		$383K Buy
16,681
+14,413
+635% +$332K ﹤0.01% 4672
2025
Q3 		$52.4K Buy
2,268
+1,078
+91% +$24.6K ﹤0.01% 5538
2025
Q2 		$27.1K Sell
1,190
-4,792
-80% -$107K ﹤0.01% 5702
2025
Q1 		$134K Buy
5,982
+195
+3% +$4.34K ﹤0.01% 4934
2024
Q4 		$128K Sell
5,787
-5,445
-48% -$122K ﹤0.01% 5062
2024
Q3 		$259K Buy
11,232
+2,270
+25% +$51.5K ﹤0.01% 4403
2024
Q2 		$198K Buy
8,962
+2,814
+46% +$61.7K ﹤0.01% 4525
2024
Q1 		$137K Buy
6,148
+5,096
+484% +$113K ﹤0.01% 4708
2023
Q4 		$23.6K Buy
+1,052
New +$22.5K ﹤0.01% 5580
2023
Q3 		– Sell
-196
Closed -$4.32K – 7671
2023
Q2 		$4.32K Buy
+196
New +$4.34K ﹤0.01% 6095
2022
Q4 		– Sell
-2,958
Closed -$62K – 7693
2022
Q3 		$62K Hold
2,958
– – ﹤0.01% 4850
2022
Q2 		$66K Hold
2,958
– – ﹤0.01% 4883
2022
Q1 		$71K Sell
2,958
-242
-8% -$5.98K ﹤0.01% 5484
2021
Q4 		$83K Sell
3,200
-1,282
-29% -$33.2K ﹤0.01% 5735
2021
Q3 		$117K Buy
+4,482
New +$118K ﹤0.01% 5330

Other funds holding SCHI

CAPTRUST Financial Advisors
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
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Ameriprise
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
PC
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
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo's SCHI Position: Q1 2026 in Review

Wells Fargo reduced its Schwab 5-10 Year Corporate Bond ETF (SCHI) stake by 44% in Q1 2026, selling an estimated $167K and leaving 9,408 shares worth $213K. The position accounts for ﹤0.01% of the portfolio, ranked #4672.

Wells Fargo first reported a position in SCHI in Q3 2021 and has held it in 16 quarters since. The position peaked at $383K in Q4 2025. 257 funds tracked by Wall St. Rank hold SCHI as of Q1 2026.

  • Wells Fargo held 9,408 shares of Schwab 5-10 Year Corporate Bond ETF worth $213K as of Q1 2026.
  • Wells Fargo sold 7,273 Schwab 5-10 Year Corporate Bond ETF shares in Q1 2026, an estimated $167K.
  • Schwab 5-10 Year Corporate Bond ETF made up ﹤0.01% of Wells Fargo's portfolio in Q1 2026, its #4672 holding.
  • Wells Fargo first reported a position in Schwab 5-10 Year Corporate Bond ETF in Q3 2021 and has held it in 16 quarters since.
  • Wells Fargo's Schwab 5-10 Year Corporate Bond ETF position peaked at $383K in Q4 2025.
  • 257 funds tracked by Wall St. Rank held Schwab 5-10 Year Corporate Bond ETF as of Q1 2026.

Based on Wells Fargo's 13F filing for Q1 2026, filed 11 May 2026.