Blue Trust Inc’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
Q1 | – | Sell |
-506
| Closed | -$11.2K | – | 2547 |
|
|
2024
Q4 | $11.2K | Sell |
506
-16,342
| -97% | -$361K | ﹤0.01% | 1796 |
|
|
2024
Q3 | $371K | Buy |
16,848
+16,372
| +3,439% | +$361K | ﹤0.01% | 580 |
|
|
2024
Q2 | $10.6K | Buy |
+476
| New | +$10.6K | ﹤0.01% | 1910 |
|
|
2024
Q1 | – | Sell |
-8,508
| Closed | -$180K | – | 2642 |
|
|
2023
Q4 | $180K | Buy |
+8,508
| New | +$180K | ﹤0.01% | 475 |
|