Brown, Lisle/Cummings’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 | |
---|---|---|---|---|---|---|---|---|
2024
Q2 | – | Sell |
-620
| Closed | -$13.8K | – | 622 |
|
2024
Q1 | $13.8K | Hold |
620
| – | – | ﹤0.01% | 405 |
|
2023
Q4 | $13.9K | Hold |
620
| – | – | 0.01% | 400 |
|
2023
Q3 | $13.1K | Hold |
620
| – | – | 0.01% | 376 |
|
2023
Q2 | $13.7K | Hold |
620
| – | – | 0.01% | 383 |
|
2023
Q1 | $13.8K | Hold |
620
| – | – | 0.01% | 366 |
|
2022
Q4 | $13.4K | Hold |
620
| – | – | 0.01% | 358 |
|
2022
Q3 | $13K | Buy |
+620
| New | +$13K | 0.01% | 355 |
|