Advisors Capital Management’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 | $1.41M | Sell |
62,077
-115
| -0.2% | -$2.62K | 0.02% | 273 |
|
|
2025
Q1 | $1.4M | Buy |
62,192
+2,277
| +4% | +$51.1K | 0.02% | 260 |
|
|
2024
Q4 | $1.32M | Buy |
59,915
+3,099
| +5% | +$68.4K | 0.02% | 274 |
|
|
2024
Q3 | $1.31M | Buy |
56,816
+2,010
| +4% | +$46.4K | 0.02% | 271 |
|
|
2024
Q2 | $1.21M | Buy |
54,806
+5,832
| +12% | +$129K | 0.02% | 276 |
|
|
2024
Q1 | $1.09M | Buy |
48,974
+2,778
| +6% | +$61.8K | 0.02% | 283 |
|
|
2023
Q4 | $1.04M | Buy |
46,196
+2,330
| +5% | +$52.4K | 0.02% | 286 |
|
|
2023
Q3 | $926K | Buy |
43,866
+9,392
| +27% | +$198K | 0.02% | 260 |
|
|
2023
Q2 | $759K | Buy |
+34,474
| New | +$759K | 0.02% | 272 |
|