ACM
AlphaStar Capital Management’s Schwab 5-10 Year Corporate Bond ETF SCHI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.64M | Buy |
+203,747
| New | +$4.64M | 0.33% | 57 |
|
|
2024
Q4 | – | Sell |
-70,002
| Closed | -$3.23M | – | 347 |
|
|
2024
Q3 | $3.23M | Buy |
70,002
+4,048
| +6% | +$187K | 0.26% | 59 |
|
|
2024
Q2 | $2.91M | Buy |
65,954
+5,340
| +9% | +$235K | 0.27% | 52 |
|
|
2024
Q1 | $2.7M | Buy |
60,614
+5,655
| +10% | +$252K | 0.28% | 51 |
|
|
2023
Q4 | $2.47M | Buy |
54,959
+4,502
| +9% | +$202K | 0.23% | 56 |
|
|
2023
Q3 | $2.13M | Buy |
+50,457
| New | +$2.13M | 0.27% | 47 |
|