Bartlett & Co Wealth Management’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	$103K	Sell	4,504 -21,693	-83%	-$494K	﹤0.01%	540
2025 Q1	$588K	Buy	+26,197	New	+$588K	0.01%	308