Creative Planning
SCHI icon

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

Creative Planning’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
Q1 		$2.8M Buy
123,529
+42,720
+53% +$980K ﹤0.01% 1638
2025
Q4 		$1.86M Sell
80,809
-2,554
-3% -$58.9K ﹤0.01% 1780
2025
Q3 		$1.92M Buy
83,363
+5,712
+7% +$130K ﹤0.01% 1578
2025
Q2 		$1.77M Buy
77,651
+6,154
+9% +$137K ﹤0.01% 1417
2025
Q1 		$1.61M Buy
71,497
+18,993
+36% +$422K ﹤0.01% 1354
2024
Q4 		$1.16M Sell
52,504
-4,404
-8% -$98.9K ﹤0.01% 1534
2024
Q3 		$1.31M Sell
56,908
-8,346
-13% -$189K ﹤0.01% 1320
2024
Q2 		$1.44M Buy
65,254
+32,878
+102% +$721K ﹤0.01% 1167
2024
Q1 		$720K Buy
32,376
+5,372
+20% +$119K ﹤0.01% 1578
2023
Q4 		$607K Buy
27,004
+7,986
+42% +$171K ﹤0.01% 1570
2023
Q3 		$401K Buy
+19,018
New +$411K ﹤0.01% 1720
2021
Q4 		– Sell
-13,622
Closed -$356K – 2204
2021
Q3 		$356K Buy
+13,622
New +$359K ﹤0.01% 1495

Other funds holding SCHI

CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.2B AUM 18.32% 1-Year Est. Return
RIG
RiverFront Investment Group Richmond, Virginia $6.46B AUM 18.45% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return
BFG
Bouchey Financial Group Troy, New York $1.36B AUM 13.96% 1-Year Est. Return
PC
Permanens Capital New York $776M AUM 30.08% 1-Year Est. Return
LAM
L2 Asset Management Wayland, Massachusetts $1.05B AUM 29.07% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return