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
2025
Q2
$105K Buy
2025
Q1
$81.5K Sell
2024
Q4
$140K Buy
2023
Q4
Sell
2023
Q3
$1.33M Buy
2021
Q4
Sell
2021
Q3
$385K Sell
2021
Q2
$2.31M Sell
2021
Q1
$3.5M Buy