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
Q2 		$2.81M Buy
124,052
+523
+0.4% +$11.8K ﹤0.01% 1834
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 $65.5B AUM 24.25% 1-Year Est. Return
RIG
RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
AC
Allstate Corporation Northbrook, Illinois $10B AUM 30.74% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
BFG
Bouchey Financial Group Troy, New York $1.55B AUM 29.02% 1-Year Est. Return
PC
Permanens Capital New York $972M AUM 27.73% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return

Creative Planning's SCHI Position: Q2 2026 in Review

Creative Planning increased its Schwab 5-10 Year Corporate Bond ETF (SCHI) stake by 0.42% in Q2 2026, buying an estimated $11.8K and bringing the position to 124,052 shares worth $2.81M. The position accounts for ﹤0.01% of the portfolio, ranked #1834.

Creative Planning first reported a position in SCHI in Q3 2021 and has held it in 13 quarters since. 266 funds tracked by Wall St. Rank hold SCHI as of Q2 2026.

  • Creative Planning held 124,052 shares of Schwab 5-10 Year Corporate Bond ETF worth $2.81M as of Q2 2026.
  • Creative Planning bought 523 Schwab 5-10 Year Corporate Bond ETF shares in Q2 2026, an estimated $11.8K.
  • Schwab 5-10 Year Corporate Bond ETF made up ﹤0.01% of Creative Planning's portfolio in Q2 2026, its #1834 holding.
  • Creative Planning first reported a position in Schwab 5-10 Year Corporate Bond ETF in Q3 2021 and has held it in 13 quarters since.
  • 266 funds tracked by Wall St. Rank held Schwab 5-10 Year Corporate Bond ETF as of Q2 2026.

Based on Creative Planning's 13F filing for Q2 2026, filed 13 Aug 2026.