Beacon Financial Advisory’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
2021
Q2
Sell
-11,604
Closed -$298K 234
2021
Q1
$298K Buy
+11,604
New +$298K 0.17% 150