WCFP
SCHI icon

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

White & Co 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 		$9.68M Buy
427,382
+49,579
+13% +$1.12M 5.99% 7
2026
Q1 		$8.57M Buy
377,803
+38,183
+11% +$876K 6.02% 7
2025
Q4 		$7.8M Sell
339,620
-556
-0.2% -$12.8K 5.83% 7
2025
Q3 		$7.85M Buy
340,176
+12,098
+4% +$276K 5.91% 7
2025
Q2 		$7.44M Buy
328,078
+1,679
+0.5% +$37.5K 5.95% 7
2025
Q1 		$7.32M Sell
326,399
-847
-0.3% -$18.8K 6.31% 7
2024
Q4 		$7.22M Buy
+327,246
New +$7.35M 6.13% 7

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

White & Co Financial Planning's SCHI Position: Q2 2026 in Review

White & Co Financial Planning increased its Schwab 5-10 Year Corporate Bond ETF (SCHI) stake by 13% in Q2 2026, buying an estimated $1.12M and bringing the position to 427,382 shares worth $9.68M. The position accounts for 5.99% of the portfolio, ranked #7.

White & Co Financial Planning first reported a position in SCHI in Q4 2024 and has held it in 7 quarters since. 264 funds tracked by Wall St. Rank hold SCHI as of Q2 2026.

  • White & Co Financial Planning held 427,382 shares of Schwab 5-10 Year Corporate Bond ETF worth $9.68M as of Q2 2026.
  • White & Co Financial Planning bought 49,579 Schwab 5-10 Year Corporate Bond ETF shares in Q2 2026, an estimated $1.12M.
  • Schwab 5-10 Year Corporate Bond ETF made up 5.99% of White & Co Financial Planning's portfolio in Q2 2026, its #7 holding.
  • White & Co Financial Planning first reported a position in Schwab 5-10 Year Corporate Bond ETF in Q4 2024 and has held it in 7 quarters since.
  • 264 funds tracked by Wall St. Rank held Schwab 5-10 Year Corporate Bond ETF as of Q2 2026.

Based on White & Co Financial Planning's 13F filing for Q2 2026, filed 16 Jul 2026.