RCS Financial Planning’s Schwab 5-10 Year Corporate Bond ETF SCHI Stock Holding History

RCS Financial 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 Q3	$4.05M	Buy	+188,985	New	+$4.19M	2.19%	13

Other funds holding SCHI

WestHill Financial Advisors San Rafael, California $597M AUM 13.09% 1-Year Est. Return

Charles Schwab Trust Henderson, Nevada $1.73B AUM 11.35% 1-Year Est. Return

Kaizen Financial Strategies Campbell, California $254M AUM 28.38% 1-Year Est. Return

Bank of New Hampshire Laconia, New Hampshire $463M AUM 23.57% 1-Year Est. Return

Bestgate Wealth Advisors Frederick, Maryland $158M AUM 16.38% 1-Year Est. Return

Wealth Forward LLC Fargo, North Dakota $221M AUM 10.49% 1-Year Est. Return

Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return

Essex LLC Deer Park, Illinois $660M AUM 26.07% 1-Year Est. Return

Atria Investments

Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return

21 West Wealth Management Tustin, California $115M AUM 9.97% 1-Year Est. Return

RCS Financial Planning's SCHI Position: Q3 2026 in Review

RCS Financial Planning opened a new position in Schwab 5-10 Year Corporate Bond ETF (SCHI) in Q3 2026: 188,985 shares worth $4.05M. The stake represents 2.19% of the portfolio and ranks #13 among its holdings.

35 funds tracked by Wall St. Rank hold SCHI as of Q3 2026.

RCS Financial Planning held 188,985 shares of Schwab 5-10 Year Corporate Bond ETF worth $4.05M as of Q3 2026.
Schwab 5-10 Year Corporate Bond ETF was a new RCS Financial Planning position in Q3 2026.
Schwab 5-10 Year Corporate Bond ETF made up 2.19% of RCS Financial Planning's portfolio in Q3 2026, its #13 holding.
35 funds tracked by Wall St. Rank held Schwab 5-10 Year Corporate Bond ETF as of Q3 2026.

Based on RCS Financial Planning's 13F filing for Q3 2026, filed 14 Oct 2026.