Creative Planning
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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
2025
Q2 		$1.77M Buy
2025
Q1 		$1.61M Buy
2024
Q4 		$1.16M Sell
2024
Q3 		$1.31M Sell
2024
Q2 		$1.44M Buy
2024
Q1 		$720K Buy
2023
Q4 		$607K Buy
2023
Q3 		$401K Buy
2021
Q4 		– Sell
2021
Q3 		$356K Buy