Bristlecone Advisors’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 | $291K | Buy |
12,807
+161
| +1% | +$3.66K | 0.02% | 189 |
|
2025
Q1 | $284K | Sell |
12,646
-306
| -2% | -$6.87K | 0.02% | 241 |
|
2024
Q4 | $286K | Buy |
12,952
+210
| +2% | +$4.64K | 0.02% | 246 |
|
2024
Q3 | $294K | Sell |
12,742
-170
| -1% | -$3.92K | 0.02% | 242 |
|
2024
Q2 | $285K | Sell |
12,912
-228
| -2% | -$5.03K | 0.02% | 239 |
|
2024
Q1 | $292K | Buy |
13,140
+108
| +0.8% | +$2.4K | 0.03% | 232 |
|
2023
Q4 | $293K | Buy |
13,032
+220
| +2% | +$4.94K | 0.03% | 232 |
|
2023
Q3 | $270K | Buy |
12,812
+160
| +1% | +$3.38K | 0.03% | 219 |
|
2023
Q2 | $279K | Buy |
12,652
+3,332
| +36% | +$73.4K | 0.03% | 224 |
|
2023
Q1 | $208K | Buy |
+9,320
| New | +$208K | 0.02% | 255 |
|