Allworth Financial’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 | $45.3K | Sell |
1,990
-774
| -28% | -$17.6K | ﹤0.01% | 1998 |
|
|
2025
Q1 | $61.6K | Buy |
2,764
+1,348
| +95% | +$30K | ﹤0.01% | 1448 |
|
|
2024
Q4 | $31.3K | Sell |
1,416
-2,416
| -63% | -$53.3K | ﹤0.01% | 1819 |
|
|
2024
Q3 | $88.4K | Buy |
3,832
+3,350
| +695% | +$77.3K | ﹤0.01% | 1140 |
|
|
2024
Q2 | $10.7K | Hold |
482
| – | – | ﹤0.01% | 2191 |
|
|
2024
Q1 | $10.7K | Buy |
+482
| New | +$10.7K | ﹤0.01% | 2077 |
|