B. Riley Wealth Advisors’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
Q4 | $4.34M | Sell |
196,829
-85,779
| -30% | -$1.89M | 0.14% | 157 |
|
|
2024
Q3 | $6.51M | Buy |
282,608
+112,552
| +66% | +$2.59M | 0.18% | 128 |
|
|
2024
Q2 | $3.75M | Buy |
170,056
+67,746
| +66% | +$1.49M | 0.1% | 202 |
|
|
2024
Q1 | $2.16M | Sell |
102,310
-6,742
| -6% | -$142K | 0.06% | 329 |
|
|
2023
Q4 | $2.45M | Buy |
109,052
+6,742
| +7% | +$151K | 0.07% | 304 |
|
|
2023
Q3 | $2.16M | Buy |
+102,310
| New | +$2.16M | 0.06% | 329 |
|