Advisornet Financial’s Schwab 5-10 Year Corporate Bond ETF SCHI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.07K | Buy |
+179
| New | +$4.07K | ﹤0.01% | 1698 |
|
|
2024
Q4 | – | Sell |
-10,676
| Closed | -$246K | – | 2210 |
|
|
2024
Q3 | $246K | Sell |
10,676
-56
| -0.5% | -$1.29K | 0.02% | 480 |
|
|
2024
Q2 | $237K | Sell |
10,732
-2,022
| -16% | -$44.6K | 0.02% | 444 |
|
|
2024
Q1 | $284K | Sell |
12,754
-18,236
| -59% | -$406K | 0.03% | 410 |
|
|
2023
Q4 | $696K | Buy |
30,990
+10,638
| +52% | +$239K | 0.06% | 267 |
|
|
2023
Q3 | $429K | Buy |
+20,352
| New | +$429K | 0.04% | 321 |
|
|
2023
Q1 | – | Sell |
-830
| Closed | -$17.9K | – | 2482 |
|
|
2022
Q4 | $17.9K | Sell |
830
-1,102
| -57% | -$23.7K | ﹤0.01% | 1096 |
|
|
2022
Q3 | $41K | Buy |
1,932
+340
| +21% | +$7.22K | ﹤0.01% | 900 |
|
|
2022
Q2 | $35K | Sell |
1,592
-892
| -36% | -$19.6K | ﹤0.01% | 973 |
|
|
2022
Q1 | $59K | Sell |
2,484
-1,314
| -35% | -$31.2K | ﹤0.01% | 904 |
|
|
2021
Q4 | $98K | Sell |
3,798
-272
| -7% | -$7.02K | 0.01% | 817 |
|
|
2021
Q3 | $106K | Sell |
4,070
-2,168
| -35% | -$56.5K | 0.01% | 764 |
|
|
2021
Q2 | $164K | Sell |
6,238
-70,700
| -92% | -$1.86M | 0.01% | 645 |
|
|
2021
Q1 | $1.98M | Buy |
+76,938
| New | +$1.98M | 0.14% | 153 |
|