Cornerstone Planning Group’s Schwab 5-10 Year Corporate Bond ETF SCHI Stock Holding History

Cornerstone Planning Group’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	$296	Sell	13 -1	-7%	-$23	﹤0.01%	1780
2026 Q1	$297	Buy	14 +1	+8%	+$23	﹤0.01%	1743
2025 Q4	$298	Sell	13 -2,273	-99%	-$52.4K	﹤0.01%	1608
2025 Q3	$216K	Buy	2,286 +2,273	+17,485%	+$51.9K	0.03%	131
2025 Q2	$289	Buy	13 +1	+8%	+$22	﹤0.01%	1424
2025 Q1	$276	Hold	12	–	–	﹤0.01%	1433
2024 Q4	$274	Sell	12 -12	-50%	-$270	﹤0.01%	1299
2024 Q3	$274	Buy	24 +10	+71%	+$227	﹤0.01%	1213
2024 Q2	$277	Hold	14	–	–	﹤0.01%	1156
2024 Q1	$264	Sell	14 -254	-95%	-$5.64K	﹤0.01%	999
2023 Q4	$6.02K	Buy	+268	New	+$5.74K	﹤0.01%	504

Other funds holding SCHI

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

BFG

Bouchey Financial Group Troy, New York $1.55B AUM 29.02% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

WFA

WestHill Financial Advisors San Rafael, California $587M AUM 20.13% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

CST

Charles Schwab Trust Henderson, Nevada $1.79B AUM 17.47% 1-Year Est. Return

VST

Van Strum & Towne San Francisco, California $367M AUM 19.6% 1-Year Est. Return

OAJ

Ogorek Anthony Joseph Williamsville, New York $403M AUM 22.57% 1-Year Est. Return

WCFP

White & Co Financial Planning Sunnyside, Washington $161M AUM 18.51% 1-Year Est. Return

Cornerstone Planning Group's SCHI Position: Q2 2026 in Review

Cornerstone Planning Group reduced its Schwab 5-10 Year Corporate Bond ETF (SCHI) stake by 7.1% in Q2 2026, selling an estimated $23 and leaving 13 shares worth $296. The position accounts for ﹤0.01% of the portfolio, ranked #1780.

Cornerstone Planning Group first reported a position in SCHI in Q4 2023 and has held it in 11 quarters since. The position peaked at $216K in Q3 2025. 159 funds tracked by Wall St. Rank hold SCHI as of Q2 2026.

Cornerstone Planning Group held 13 shares of Schwab 5-10 Year Corporate Bond ETF worth $296 as of Q2 2026.
Cornerstone Planning Group sold 1 Schwab 5-10 Year Corporate Bond ETF share in Q2 2026, an estimated $23.
Schwab 5-10 Year Corporate Bond ETF made up ﹤0.01% of Cornerstone Planning Group's portfolio in Q2 2026, its #1780 holding.
Cornerstone Planning Group first reported a position in Schwab 5-10 Year Corporate Bond ETF in Q4 2023 and has held it in 11 quarters since.
Cornerstone Planning Group's Schwab 5-10 Year Corporate Bond ETF position peaked at $216K in Q3 2025.
159 funds tracked by Wall St. Rank held Schwab 5-10 Year Corporate Bond ETF as of Q2 2026.

Based on Cornerstone Planning Group's 13F filing for Q2 2026, filed 29 Jul 2026.