Aspire Wealth Management’s Schwab 5-10 Year Corporate Bond ETF SCHI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $217 | Sell |
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2024
Q2 | $250 | Sell |
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2024
Q1 | $2.56K | Sell |
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|
2023
Q4 | $72.5K | Buy |
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|
2023
Q3 | $67.8K | Buy |
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|
2023
Q2 | $135 | Hold |
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|
2023
Q1 | $136 | Sell |
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|
2022
Q4 | $7.39K | Buy |
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|
2022
Q3 | $7K | Buy |
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|
2022
Q2 | $8K | Sell |
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|
2022
Q1 | $12K | Buy |
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|
2021
Q4 | $13K | Buy |
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