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

Valtinson Bruner 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
Q2 		$201K Buy
+8,881
New +$201K 0.05% 187
2025
Q1 		– Sell
-100,007
Closed -$2.21M – 157
2024
Q4 		$2.21M Buy
100,007
+37,205
+59% +$836K 0.77% 32
2024
Q3 		$1.45M Sell
62,802
-161,478
-72% -$3.66M 0.51% 46
2024
Q2 		$4.95M Buy
+224,280
New +$4.92M 1.96% 15

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 40.91% 1-Year Est. Return

Valtinson Bruner Financial Planning's SCHI Position: Q2 2026 in Review

Valtinson Bruner Financial Planning opened a new position in Schwab 5-10 Year Corporate Bond ETF (SCHI) in Q2 2026: 8,881 shares worth $201K. The stake represents 0.05% of the portfolio and ranks #187 among its holdings. This is a return to the name: Valtinson Bruner Financial Planning previously reported a position in SCHI as recently as Q4 2024.

Valtinson Bruner Financial Planning first reported a position in SCHI in Q2 2024 and has held it in 4 quarters since. The position peaked at $4.95M in Q2 2024. 266 funds tracked by Wall St. Rank hold SCHI as of Q2 2026.

  • Valtinson Bruner Financial Planning held 8,881 shares of Schwab 5-10 Year Corporate Bond ETF worth $201K as of Q2 2026.
  • Schwab 5-10 Year Corporate Bond ETF was a new Valtinson Bruner Financial Planning position in Q2 2026.
  • Schwab 5-10 Year Corporate Bond ETF made up 0.05% of Valtinson Bruner Financial Planning's portfolio in Q2 2026, its #187 holding.
  • Valtinson Bruner Financial Planning first reported a position in Schwab 5-10 Year Corporate Bond ETF in Q2 2024 and has held it in 4 quarters since.
  • Valtinson Bruner Financial Planning's Schwab 5-10 Year Corporate Bond ETF position peaked at $4.95M in Q2 2024.
  • 266 funds tracked by Wall St. Rank held Schwab 5-10 Year Corporate Bond ETF as of Q2 2026.

Based on Valtinson Bruner Financial Planning's 13F filing for Q2 2026, filed 3 Aug 2026.