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Pinnacle Family Advisors’s Schwab 5-10 Year Corporate Bond ETF SCHI Stock Holding History

Pinnacle Family Advisors’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 		$1.3M Buy
57,610
+767
+1% +$17.4K 0.55% 37
2026
Q1 		$1.29M Buy
56,843
+2,813
+5% +$64.5K 0.61% 35
2025
Q4 		$1.24M Buy
54,030
+1,605
+3% +$37K 0.55% 39
2025
Q3 		$1.21M Buy
52,425
+3,514
+7% +$80.2K 0.53% 37
2025
Q2 		$1.11M Buy
48,911
+803
+2% +$17.9K 0.54% 41
2025
Q1 		$1.08M Buy
48,108
+2,957
+7% +$65.8K 0.59% 41
2024
Q4 		$996K Buy
45,151
+8,145
+22% +$183K 0.48% 42
2024
Q3 		$854K Buy
37,006
+4,710
+15% +$107K 0.44% 49
2024
Q2 		$712K Buy
+32,296
New +$708K 0.39% 45
2021
Q2 		– Sell
-15,612
Closed -$401K – 145
2021
Q1 		$401K Buy
+15,612
New +$410K 0.21% 73

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 40.89% 1-Year Est. Return

Pinnacle Family Advisors's SCHI Position: Q2 2026 in Review

Pinnacle Family Advisors increased its Schwab 5-10 Year Corporate Bond ETF (SCHI) stake by 1.3% in Q2 2026, buying an estimated $17.4K and bringing the position to 57,610 shares worth $1.3M. The position accounts for 0.55% of the portfolio, ranked #37.

Pinnacle Family Advisors first reported a position in SCHI in Q1 2021 and has held it in 10 quarters since. 266 funds tracked by Wall St. Rank hold SCHI as of Q2 2026.

  • Pinnacle Family Advisors held 57,610 shares of Schwab 5-10 Year Corporate Bond ETF worth $1.3M as of Q2 2026.
  • Pinnacle Family Advisors bought 767 Schwab 5-10 Year Corporate Bond ETF shares in Q2 2026, an estimated $17.4K.
  • Schwab 5-10 Year Corporate Bond ETF made up 0.55% of Pinnacle Family Advisors's portfolio in Q2 2026, its #37 holding.
  • Pinnacle Family Advisors first reported a position in Schwab 5-10 Year Corporate Bond ETF in Q1 2021 and has held it in 10 quarters since.
  • 266 funds tracked by Wall St. Rank held Schwab 5-10 Year Corporate Bond ETF as of Q2 2026.

Based on Pinnacle Family Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.