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 Q3	–	Sell	-385,866	Closed	-$8.74M	–	163
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

KFS

Kaizen Financial Strategies Campbell, California $254M AUM 28.38% 1-Year Est. Return

BONH

Bank of New Hampshire Laconia, New Hampshire $463M AUM 23.57% 1-Year Est. Return

BWA

Bestgate Wealth Advisors Frederick, Maryland $158M AUM 16.38% 1-Year Est. Return

2WWM

21 West Wealth Management Tustin, California $115M AUM 9.97% 1-Year Est. Return

MWM

MFG Wealth Management Indianapolis, Indiana $138M AUM 31.54% 1-Year Est. Return

AWM

Avior Wealth Management Omaha, Nebraska $3.79B AUM 15.36% 1-Year Est. Return

ANBT

American National Bank & Trust Wichita Falls, Texas $1.09B AUM 26.59% 1-Year Est. Return

WAM

Worth Asset Management Dallas, Texas $343M AUM 29.82% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return

WT Wealth Management's SCHI Position: Q3 2026 in Review

WT Wealth Management sold out of Schwab 5-10 Year Corporate Bond ETF (SCHI) in Q3 2026, closing a stake of 385,866 shares — an estimated $8.74M sold.

WT Wealth Management first reported a position in SCHI in Q3 2024 and held it in 8 quarters. The position peaked at $10.1M in Q3 2024. 21 funds tracked by Wall St. Rank hold SCHI as of Q3 2026.

WT Wealth Management reported no remaining Schwab 5-10 Year Corporate Bond ETF position as of Q3 2026 after selling out during the quarter.
WT Wealth Management sold 385,866 Schwab 5-10 Year Corporate Bond ETF shares in Q3 2026, an estimated $8.74M.
WT Wealth Management first reported a position in Schwab 5-10 Year Corporate Bond ETF in Q3 2024 and held it in 8 quarters.
WT Wealth Management's Schwab 5-10 Year Corporate Bond ETF position peaked at $10.1M in Q3 2024.
21 funds tracked by Wall St. Rank held Schwab 5-10 Year Corporate Bond ETF as of Q3 2026.

Based on WT Wealth Management's 13F filing for Q3 2026, filed 13 Oct 2026.