WT Wealth Management’s Schwab 5-10 Year Corporate Bond ETF SCHI Stock Holding History

WT Wealth 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	$8.74M	Buy	385,866 +45,274	+13%	+$1.03M	2.42%	10
2026 Q1	$7.72M	Sell	340,592 -19,429	-5%	-$446K	2.3%	10
2025 Q4	$8.27M	Buy	360,021 +7,731	+2%	+$178K	2.38%	12
2025 Q3	$8.13M	Buy	352,290 +14,205	+4%	+$324K	2.34%	12
2025 Q2	$7.69M	Sell	338,085 -10,110	-3%	-$226K	2.28%	11
2025 Q1	$7.82M	Sell	348,195 -99,818	-22%	-$2.22M	2.54%	9
2024 Q4	$9.89M	Sell	448,013 -444,029	-50%	-$9.98M	3.1%	5
2024 Q3	$10.1M	Buy	+892,042	New	+$20.2M	3.24%	3

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 40.91% 1-Year Est. Return

WT Wealth Management's SCHI Position: Q2 2026 in Review

WT Wealth Management increased its Schwab 5-10 Year Corporate Bond ETF (SCHI) stake by 13% in Q2 2026, buying an estimated $1.03M and bringing the position to 385,866 shares worth $8.74M. The position accounts for 2.42% of the portfolio, ranked #10.

WT Wealth Management first reported a position in SCHI in Q3 2024 and has held it in 8 quarters since. The position peaked at $10.1M in Q3 2024. 266 funds tracked by Wall St. Rank hold SCHI as of Q2 2026.

WT Wealth Management held 385,866 shares of Schwab 5-10 Year Corporate Bond ETF worth $8.74M as of Q2 2026.
WT Wealth Management bought 45,274 Schwab 5-10 Year Corporate Bond ETF shares in Q2 2026, an estimated $1.03M.
Schwab 5-10 Year Corporate Bond ETF made up 2.42% of WT Wealth Management's portfolio in Q2 2026, its #10 holding.
WT Wealth Management first reported a position in Schwab 5-10 Year Corporate Bond ETF in Q3 2024 and has held it in 8 quarters since.
WT Wealth Management's Schwab 5-10 Year Corporate Bond ETF position peaked at $10.1M in Q3 2024.
266 funds tracked by Wall St. Rank held Schwab 5-10 Year Corporate Bond ETF as of Q2 2026.

Based on WT Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.