BFC Planning, Inc.’s Schwab 5-10 Year Corporate Bond ETF SCHI Stock Holding History

BFC Planning, Inc.’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	$58.6K	Buy	2,588 +2,585	+86,167%	+$58.5K	﹤0.01%	1477
2026 Q1	$78	Hold	3	–	–	﹤0.01%	2973
2025 Q4	$78	Hold	3	–	–	﹤0.01%	3113
2025 Q3	$77	Sell	3 -327	-99%	-$7.46K	﹤0.01%	2852
2025 Q2	$7.52K	Buy	330 +327	+10,900%	+$7.3K	﹤0.01%	1927
2025 Q1	$73	Hold	3	–	–	﹤0.01%	2615
2024 Q4	$71	Buy	+3	New	+$67	﹤0.01%	2550

Other funds holding SCHI

CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return

RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Allstate Corporation Northbrook, Illinois $10B AUM 30.74% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

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

Permanens Capital New York $972M AUM 27.73% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

BFC Planning, Inc.'s SCHI Position: Q2 2026 in Review

BFC Planning, Inc. increased its Schwab 5-10 Year Corporate Bond ETF (SCHI) stake by 86,167% in Q2 2026, buying an estimated $58.5K and bringing the position to 2,588 shares worth $58.6K. The position accounts for ﹤0.01% of the portfolio, ranked #1477.

BFC Planning, Inc. first reported a position in SCHI in Q4 2024 and has held it in 7 quarters since. 270 funds tracked by Wall St. Rank hold SCHI as of Q2 2026.

BFC Planning, Inc. held 2,588 shares of Schwab 5-10 Year Corporate Bond ETF worth $58.6K as of Q2 2026.
BFC Planning, Inc. bought 2,585 Schwab 5-10 Year Corporate Bond ETF shares in Q2 2026, an estimated $58.5K.
Schwab 5-10 Year Corporate Bond ETF made up ﹤0.01% of BFC Planning, Inc.'s portfolio in Q2 2026, its #1477 holding.
BFC Planning, Inc. first reported a position in Schwab 5-10 Year Corporate Bond ETF in Q4 2024 and has held it in 7 quarters since.
270 funds tracked by Wall St. Rank held Schwab 5-10 Year Corporate Bond ETF as of Q2 2026.

Based on BFC Planning, Inc.'s 13F filing for Q2 2026, filed 29 Oct 2026.