Austin Private Wealth’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
Q2
Sell
2024
Q1
$1.62M Sell
2023
Q4
$4.73M Buy
2023
Q3
$3.88M Buy
2022
Q4
Sell
2022
Q3
$594K Buy
2021
Q2
Sell
2021
Q1
$3.55M Buy