Atria Investments’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	$2.53M	Sell	111,243 -19,426	-15%	-$442K	0.03%	625
2025 Q1	$2.93M	Sell	130,669 -676	-0.5%	-$15.2K	0.04%	552
2024 Q4	$2.9M	Buy	131,345 +95,947	+271%	+$2.12M	0.04%	537
2024 Q3	$817K	Buy	35,398 +23,722	+203%	+$548K	0.01%	1083
2024 Q2	$257K	Buy	+11,676	New	+$257K	﹤0.01%	1679