Bernard 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	–	Sell	-606	Closed	-$13.6K	–	380
2025 Q1	$13.6K	Buy	+606	New	+$13.6K	0.01%	208