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