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Worth Asset Management’s Schwab 5-10 Year Corporate Bond ETF SCHI Stock Holding History

Worth Asset 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
Q2 		$1.24M Buy
54,856
+5,940
+12% +$135K 0.4% 62
2026
Q1 		$1.11M Buy
+48,916
New +$1.12M 0.41% 63

Other funds holding SCHI

CST
Charles Schwab Trust Henderson, Nevada $1.79B AUM 17.47% 1-Year Est. Return
WCFP
White & Co Financial Planning Sunnyside, Washington $161M AUM 18.51% 1-Year Est. Return
SL
Systelligence LLC Bloomington, Minnesota $599M AUM 24.4% 1-Year Est. Return
BONH
Bank of New Hampshire Laconia, New Hampshire $479M AUM 31.52% 1-Year Est. Return
MWM
MFG Wealth Management Indianapolis, Indiana $140M AUM 44.72% 1-Year Est. Return
IIA
Integral Investment Advisors Turlock, California $454M AUM 21.42% 1-Year Est. Return
AWM
Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return

Worth Asset Management's SCHI Position: Q2 2026 in Review

Worth Asset Management increased its Schwab 5-10 Year Corporate Bond ETF (SCHI) stake by 12% in Q2 2026, buying an estimated $135K and bringing the position to 54,856 shares worth $1.24M. The position accounts for 0.4% of the portfolio, ranked #62.

Worth Asset Management first reported a position in SCHI in Q1 2026 and has held it in 2 quarters since. 40 funds tracked by Wall St. Rank hold SCHI as of Q2 2026.

  • Worth Asset Management held 54,856 shares of Schwab 5-10 Year Corporate Bond ETF worth $1.24M as of Q2 2026.
  • Worth Asset Management bought 5,940 Schwab 5-10 Year Corporate Bond ETF shares in Q2 2026, an estimated $135K.
  • Schwab 5-10 Year Corporate Bond ETF made up 0.4% of Worth Asset Management's portfolio in Q2 2026, its #62 holding.
  • Worth Asset Management first reported a position in Schwab 5-10 Year Corporate Bond ETF in Q1 2026 and has held it in 2 quarters since.
  • 40 funds tracked by Wall St. Rank held Schwab 5-10 Year Corporate Bond ETF as of Q2 2026.

Based on Worth Asset Management's 13F filing for Q2 2026, filed 8 Jul 2026.