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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
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 $57.3B 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 $432B 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 $570B 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

Pinnacle Family Advisors's SCHI Position: Q1 2026 in Review

Pinnacle Family Advisors increased its Schwab 5-10 Year Corporate Bond ETF (SCHI) stake by 5.2% in Q1 2026, buying an estimated $64.5K and bringing the position to 56,843 shares worth $1.29M. The position accounts for 0.61% of the portfolio, ranked #35.

Pinnacle Family Advisors first reported a position in SCHI in Q1 2021 and has held it in 9 quarters since. 257 funds tracked by Wall St. Rank hold SCHI as of Q1 2026.

  • Pinnacle Family Advisors held 56,843 shares of Schwab 5-10 Year Corporate Bond ETF worth $1.29M as of Q1 2026.
  • Pinnacle Family Advisors bought 2,813 Schwab 5-10 Year Corporate Bond ETF shares in Q1 2026, an estimated $64.5K.
  • Schwab 5-10 Year Corporate Bond ETF made up 0.61% of Pinnacle Family Advisors's portfolio in Q1 2026, its #35 holding.
  • Pinnacle Family Advisors first reported a position in Schwab 5-10 Year Corporate Bond ETF in Q1 2021 and has held it in 9 quarters since.
  • 257 funds tracked by Wall St. Rank held Schwab 5-10 Year Corporate Bond ETF as of Q1 2026.

Based on Pinnacle Family Advisors's 13F filing for Q1 2026, filed 15 May 2026.