WFA of San Diego’s Schwab 5-10 Year Corporate Bond ETF SCHI Stock Holding History

WFA of San Diego’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	$3.23M	Buy	144,644 +6,131	+4%	+$139K	2.64%	7
2026 Q1	$3.14M	Buy	138,513 +14,589	+12%	+$335K	2.52%	6
2025 Q4	$2.85M	Buy	123,924 +6,984	+6%	+$161K	2.08%	10
2025 Q3	$2.7M	Buy	116,940 +20,210	+21%	+$461K	1.84%	12
2025 Q2	$2.2M	Buy	+96,730	New	+$2.16M	1.62%	15
2024 Q3	$1.91M	Buy	82,884 +6,038	+8%	+$137K	1.61%	15
2024 Q2	$1.69M	Buy	+76,846	New	+$1.68M	1.52%	16

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 40.89% 1-Year Est. Return

WFA of San Diego's SCHI Position: Q2 2026 in Review

WFA of San Diego increased its Schwab 5-10 Year Corporate Bond ETF (SCHI) stake by 4.4% in Q2 2026, buying an estimated $139K and bringing the position to 144,644 shares worth $3.23M. The position accounts for 2.64% of the portfolio, ranked #7.

WFA of San Diego first reported a position in SCHI in Q2 2024 and has held it in 7 quarters since. 267 funds tracked by Wall St. Rank hold SCHI as of Q2 2026.

WFA of San Diego held 144,644 shares of Schwab 5-10 Year Corporate Bond ETF worth $3.23M as of Q2 2026.
WFA of San Diego bought 6,131 Schwab 5-10 Year Corporate Bond ETF shares in Q2 2026, an estimated $139K.
Schwab 5-10 Year Corporate Bond ETF made up 2.64% of WFA of San Diego's portfolio in Q2 2026, its #7 holding.
WFA of San Diego first reported a position in Schwab 5-10 Year Corporate Bond ETF in Q2 2024 and has held it in 7 quarters since.
267 funds tracked by Wall St. Rank held Schwab 5-10 Year Corporate Bond ETF as of Q2 2026.

Based on WFA of San Diego's 13F filing for Q2 2026, filed 14 Aug 2026.