Aptus Capital Advisors’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 | $160K | Sell |
7,026
-46
| -0.7% | -$1.05K | ﹤0.01% | 981 |
|
2025
Q1 | $159K | Buy |
7,072
+540
| +8% | +$12.1K | ﹤0.01% | 930 |
|
2024
Q4 | $144K | Buy |
6,532
+1,008
| +18% | +$22.2K | ﹤0.01% | 937 |
|
2024
Q3 | $63.7K | Buy |
5,524
+1,992
| +56% | +$23K | ﹤0.01% | 899 |
|
2024
Q2 | $77.9K | Buy |
3,532
+3,298
| +1,409% | +$72.7K | ﹤0.01% | 842 |
|
2024
Q1 | $5.21K | Buy |
+234
| New | +$5.21K | ﹤0.01% | 1076 |
|