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WealthPlan Investment Management’s Schwab 5-10 Year Corporate Bond ETF SCHI Stock Holding History

WealthPlan Investment Management’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 		$373K Buy
16,495
+257
+2% +$5.82K 0.02% 369
2026
Q1 		$368K Sell
16,238
-608
-4% -$13.9K 0.02% 354
2025
Q4 		$387K Sell
16,846
-280
-2% -$6.46K 0.02% 286
2025
Q3 		$395K Sell
17,126
-516
-3% -$11.8K 0.03% 246
2025
Q2 		$402K Sell
17,642
-177
-1% -$3.95K 0.03% 262
2025
Q1 		$400K Sell
17,819
-1,159
-6% -$25.8K 0.04% 197
2024
Q4 		$419K Buy
+18,978
New +$426K 0.04% 186

Other funds holding SCHI

BFG
Bouchey Financial Group Troy, New York $1.55B AUM 29.02% 1-Year Est. Return
WFA
WestHill Financial Advisors San Rafael, California $587M AUM 20.13% 1-Year Est. Return
CST
Charles Schwab Trust Henderson, Nevada $1.79B AUM 17.47% 1-Year Est. Return
WCFP
White & Co Financial Planning Sunnyside, Washington $161M AUM 18.51% 1-Year Est. Return
WWM
WT Wealth Management Scottsdale, Arizona $361M AUM 23.03% 1-Year Est. Return
SL
Systelligence LLC Bloomington, Minnesota $599M AUM 24.4% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
BONH
Bank of New Hampshire Laconia, New Hampshire $479M AUM 31.52% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
PC
Prairiewood Capital Fargo, North Dakota $386M AUM 17.99% 1-Year Est. Return

WealthPlan Investment Management's SCHI Position: Q2 2026 in Review

WealthPlan Investment Management increased its Schwab 5-10 Year Corporate Bond ETF (SCHI) stake by 1.6% in Q2 2026, buying an estimated $5.82K and bringing the position to 16,495 shares worth $373K. The position accounts for 0.02% of the portfolio, ranked #369.

WealthPlan Investment Management first reported a position in SCHI in Q4 2024 and has held it in 7 quarters since. The position peaked at $419K in Q4 2024. 97 funds tracked by Wall St. Rank hold SCHI as of Q2 2026.

  • WealthPlan Investment Management held 16,495 shares of Schwab 5-10 Year Corporate Bond ETF worth $373K as of Q2 2026.
  • WealthPlan Investment Management bought 257 Schwab 5-10 Year Corporate Bond ETF shares in Q2 2026, an estimated $5.82K.
  • Schwab 5-10 Year Corporate Bond ETF made up 0.02% of WealthPlan Investment Management's portfolio in Q2 2026, its #369 holding.
  • WealthPlan Investment Management first reported a position in Schwab 5-10 Year Corporate Bond ETF in Q4 2024 and has held it in 7 quarters since.
  • WealthPlan Investment Management's Schwab 5-10 Year Corporate Bond ETF position peaked at $419K in Q4 2024.
  • 97 funds tracked by Wall St. Rank held Schwab 5-10 Year Corporate Bond ETF as of Q2 2026.

Based on WealthPlan Investment Management's 13F filing for Q2 2026, filed 28 Jul 2026.