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Austin Private Wealth’s Schwab 5-10 Year Corporate Bond ETF SCHI Stock Holding History

Austin Private Wealth’s Portfolio SCHI Stock Details SCHI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-73,520
Closed -$1.62M – 283
2024
Q1 		$1.62M Sell
73,520
-137,150
-65% -$3.05M 0.19% 50
2023
Q4 		$4.73M Buy
210,670
+26,728
+15% +$572K 0.6% 30
2023
Q3 		$3.88M Buy
+183,942
New +$3.98M 0.56% 32
2022
Q4 		– Sell
-28,280
Closed -$594K – 168
2022
Q3 		$594K Buy
+28,280
New +$631K 0.13% 61
2021
Q2 		– Sell
-138,354
Closed -$3.55M – 138
2021
Q1 		$3.55M Buy
+138,354
New +$3.63M 0.94% 20

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RIG
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RJA
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Royal Bank of Canada
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Bank of America
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Janney Montgomery Scott
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BFG
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RA
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SLWA
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