AE Wealth Management’s Schwab 5-10 Year Corporate Bond ETF SCHI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $97.5K | Sell |
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|
2025
Q4 | $188K | Sell |
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2025
Q3 | $208K | Buy |
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|
2025
Q2 | $105K | Buy |
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|
2025
Q1 | $81.5K | Sell |
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|
2024
Q4 | $140K | Buy |
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|
2023
Q4 | – | Sell |
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|
2023
Q3 | $1.33M | Buy |
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|
2021
Q4 | – | Sell |
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|
2021
Q3 | $385K | Sell |
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|
2021
Q2 | $2.31M | Sell |
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|
2021
Q1 | $3.5M | Buy |
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