AE Wealth 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 | $105K | Buy |
4,619
+989
| +27% | +$22.5K | ﹤0.01% | 1472 |
|
|
2025
Q1 | $81.5K | Sell |
3,630
-2,714
| -43% | -$60.9K | ﹤0.01% | 1497 |
|
|
2024
Q4 | $140K | Buy |
+6,344
| New | +$140K | ﹤0.01% | 1354 |
|
|
2023
Q4 | – | Sell |
-63,026
| Closed | -$1.33M | – | 2162 |
|
|
2023
Q3 | $1.33M | Buy |
+63,026
| New | +$1.33M | 0.01% | 986 |
|
|
2021
Q4 | – | Sell |
-14,742
| Closed | -$385K | – | 1768 |
|
|
2021
Q3 | $385K | Sell |
14,742
-73,266
| -83% | -$1.91M | ﹤0.01% | 1275 |
|
|
2021
Q2 | $2.31M | Sell |
88,008
-48,490
| -36% | -$1.27M | 0.02% | 589 |
|
|
2021
Q1 | $3.51M | Buy |
+136,498
| New | +$3.51M | 0.04% | 404 |
|