Beacon Bridge Wealth Partners’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 | $2.75M | Sell |
120,656
-6,818
| -5% | -$155K | 1.09% | 29 |
|
|
2025
Q1 | $2.86M | Buy |
127,474
+1,232
| +1% | +$27.7K | 1.22% | 26 |
|
|
2024
Q4 | $2.79M | Sell |
126,242
-6,540
| -5% | -$144K | 1.18% | 26 |
|
|
2024
Q3 | $3.06M | Buy |
132,782
+58,478
| +79% | +$1.35M | 1.32% | 25 |
|
|
2024
Q2 | $1.64M | Buy |
74,304
+16,406
| +28% | +$362K | 0.75% | 37 |
|
|
2024
Q1 | $1.29M | Buy |
57,898
+12,850
| +29% | +$286K | 0.61% | 41 |
|
|
2023
Q4 | $1.01M | Buy |
45,048
+35,046
| +350% | +$787K | 0.51% | 42 |
|
|
2023
Q3 | $211K | Buy |
+10,002
| New | +$211K | 0.11% | 94 |
|