Advisory Services Network’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 | $7.82M | Buy |
344,537
+32,796
| +11% | +$744K | 0.13% | 174 |
|
|
2025
Q1 | $7M | Buy |
311,741
+16,088
| +5% | +$361K | 0.13% | 165 |
|
|
2024
Q4 | $6.53M | Buy |
295,653
+125,599
| +74% | +$2.77M | 0.12% | 183 |
|
|
2024
Q3 | $3.75M | Hold |
170,054
| – | – | 0.08% | 279 |
|
|
2024
Q2 | $3.75M | Buy |
170,054
+6,578
| +4% | +$145K | 0.08% | 279 |
|
|
2024
Q1 | $3.64M | Buy |
163,476
+13,224
| +9% | +$294K | 0.08% | 288 |
|
|
2023
Q4 | $3.38M | Buy |
150,252
+1,028
| +0.7% | +$23.1K | 0.08% | 272 |
|
|
2023
Q3 | $3.15M | Sell |
149,224
-1,690
| -1% | -$35.7K | 0.08% | 272 |
|
|
2023
Q2 | $3.32M | Buy |
150,914
+58,420
| +63% | +$1.29M | 0.09% | 270 |
|
|
2023
Q1 | $2.06M | Buy |
92,494
+29,166
| +46% | +$651K | 0.06% | 395 |
|
|
2022
Q4 | $1.36M | Buy |
+63,328
| New | +$1.36M | 0.04% | 494 |
|