BOLTON SECURITIES CORPORATION’s Schwab 5-10 Year Corporate Bond ETF SCHI Stock Holding History

BOLTON SECURITIES CORPORATION’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	$397K	Hold	18,520	–	–	0.01%	667
2026 Q2	$419K	Hold	18,520	–	–	0.02%	658
2026 Q1	$420K	Buy	+18,520	New	+$425K	0.02%	591
2025 Q3	$427K	Buy	+18,520	New	+$423K	0.02%	553

Other funds holding SCHI

CAPTRUST Financial Advisors Raleigh, North Carolina $67.2B AUM 18.61% 1-Year Est. Return

WestHill Financial Advisors San Rafael, California $597M AUM 13.09% 1-Year Est. Return

White & Co Financial Planning Sunnyside, Washington $151M AUM 8.16% 1-Year Est. Return

Ogorek Anthony Joseph Williamsville, New York $403M AUM 15.31% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

BCG

BRIA Capital Group Wesley Chapel, Florida $147M AUM 19.54% 1-Year Est. Return

Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return

FF Advisors Manhattan Beach, California $273M AUM 14.87% 1-Year Est. Return

Charles Schwab Trust Henderson, Nevada $1.73B AUM 11.35% 1-Year Est. Return

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

BOLTON SECURITIES CORPORATION's SCHI Position: Q3 2026 in Review

BOLTON SECURITIES CORPORATION held its Schwab 5-10 Year Corporate Bond ETF (SCHI) position steady in Q3 2026 at 18,520 shares worth $397K. The position accounts for 0.01% of the portfolio, ranked #667.

BOLTON SECURITIES CORPORATION first reported a position in SCHI in Q3 2025 and has held it in 4 quarters since. The position peaked at $427K in Q3 2025. 191 funds tracked by Wall St. Rank hold SCHI as of Q3 2026.

BOLTON SECURITIES CORPORATION held 18,520 shares of Schwab 5-10 Year Corporate Bond ETF worth $397K as of Q3 2026.
BOLTON SECURITIES CORPORATION left its Schwab 5-10 Year Corporate Bond ETF share count unchanged in Q3 2026.
Schwab 5-10 Year Corporate Bond ETF made up 0.01% of BOLTON SECURITIES CORPORATION's portfolio in Q3 2026, its #667 holding.
BOLTON SECURITIES CORPORATION first reported a position in Schwab 5-10 Year Corporate Bond ETF in Q3 2025 and has held it in 4 quarters since.
BOLTON SECURITIES CORPORATION's Schwab 5-10 Year Corporate Bond ETF position peaked at $427K in Q3 2025.
191 funds tracked by Wall St. Rank held Schwab 5-10 Year Corporate Bond ETF as of Q3 2026.

Based on BOLTON SECURITIES CORPORATION's 13F filing for Q3 2026, filed 12 Nov 2026.