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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
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
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 $1.55B AUM 29.02% 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

WFA of San Diego's SCHI Position: Q1 2026 in Review

WFA of San Diego increased its Schwab 5-10 Year Corporate Bond ETF (SCHI) stake by 12% in Q1 2026, buying an estimated $335K and bringing the position to 138,513 shares worth $3.14M. The position accounts for 2.52% of the portfolio, ranked #6.

WFA of San Diego first reported a position in SCHI in Q2 2024 and has held it in 6 quarters since. 257 funds tracked by Wall St. Rank hold SCHI as of Q1 2026.

  • WFA of San Diego held 138,513 shares of Schwab 5-10 Year Corporate Bond ETF worth $3.14M as of Q1 2026.
  • WFA of San Diego bought 14,589 Schwab 5-10 Year Corporate Bond ETF shares in Q1 2026, an estimated $335K.
  • Schwab 5-10 Year Corporate Bond ETF made up 2.52% of WFA of San Diego's portfolio in Q1 2026, its #6 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 6 quarters since.
  • 257 funds tracked by Wall St. Rank held Schwab 5-10 Year Corporate Bond ETF as of Q1 2026.

Based on WFA of San Diego's 13F filing for Q1 2026, filed 11 May 2026.