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