Belpointe Asset 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-2,526
| Closed | -$56.4K | – | 2850 |
|
|
2023
Q1 | $56.4K | Sell |
2,526
-54
| -2% | -$1.21K | ﹤0.01% | 1625 |
|
|
2022
Q4 | $55.6K | Sell |
2,580
-3,556
| -58% | -$76.6K | ﹤0.01% | 1540 |
|
|
2022
Q3 | $129K | Buy |
+6,136
| New | +$129K | 0.01% | 1031 |
|
|
2021
Q2 | – | Sell |
-58,518
| Closed | -$1.5M | – | 1177 |
|
|
2021
Q1 | $1.5M | Buy |
+58,518
| New | +$1.5M | 0.13% | 175 |
|