Avidian Wealth Enterprises’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
2024 Q1	–	Sell	-23,624	Closed	-$531K	–	457
2023 Q4	$531K	Buy	23,624 +226	+1%	+$5.08K	0.03%	249
2023 Q3	$494K	Buy	+23,398	New	+$494K	0.03%	256