Arrowroot Family Office’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 | $2.54M | Buy |
+111,809
| New | +$2.54M | 1.14% | 25 |
|
|
2024
Q4 | $1.42M | Buy |
64,276
+8,268
| +15% | +$182K | 0.74% | 36 |
|
|
2024
Q3 | $1.29M | Buy |
56,008
+10,708
| +24% | +$247K | 0.75% | 35 |
|
|
2024
Q2 | $999K | Buy |
45,300
+13,778
| +44% | +$304K | 0.64% | 42 |
|
|
2024
Q1 | $701K | Buy |
31,522
+7,652
| +32% | +$170K | 0.45% | 59 |
|
|
2023
Q4 | $536K | Buy |
+23,870
| New | +$536K | 0.38% | 66 |
|