PCMC
SCHI icon

Planning Capital Management Corporation’s Schwab 5-10 Year Corporate Bond ETF SCHI Stock Holding History

Planning Capital Management Corporation’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
2024
Q2 		– Sell
-200
Closed -$4.45K – 751
2024
Q1 		$4.45K Hold
200
– – ﹤0.01% 491
2023
Q4 		$4.49K Buy
+200
New +$4.28K ﹤0.01% 496

Other funds holding SCHI

Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 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
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 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
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
BFG
Bouchey Financial Group Troy, New York $1.36B AUM 13.96% 1-Year Est. Return
RA
Rational Advisors Huntington, New York $980M AUM 9.86% 1-Year Est. Return
SLWA
San Luis Wealth Advisors San Luis Obispo, California $664M AUM 19.82% 1-Year Est. Return

Planning Capital Management Corporation's SCHI Position: Q2 2024 in Review

Planning Capital Management Corporation sold out of Schwab 5-10 Year Corporate Bond ETF (SCHI) in Q2 2024, closing a stake of 200 shares — an estimated $4.45K sold.

Planning Capital Management Corporation first reported a position in SCHI in Q4 2023 and held it in 2 quarters. The position peaked at $4.49K in Q4 2023. 187 funds tracked by Wall St. Rank hold SCHI as of Q2 2024.

  • Planning Capital Management Corporation reported no remaining Schwab 5-10 Year Corporate Bond ETF position as of Q2 2024 after selling out during the quarter.
  • Planning Capital Management Corporation sold 200 Schwab 5-10 Year Corporate Bond ETF shares in Q2 2024, an estimated $4.45K.
  • Planning Capital Management Corporation first reported a position in Schwab 5-10 Year Corporate Bond ETF in Q4 2023 and held it in 2 quarters.
  • Planning Capital Management Corporation's Schwab 5-10 Year Corporate Bond ETF position peaked at $4.49K in Q4 2023.
  • 187 funds tracked by Wall St. Rank held Schwab 5-10 Year Corporate Bond ETF as of Q2 2024.

Based on Planning Capital Management Corporation's 13F filing for Q2 2024, filed 12 Aug 2024.