Cahill Financial 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
2021
Q4
Sell
-6,984
Closed -$182K 672
2021
Q3
$182K Sell
6,984
-1,984
-22% -$51.7K 0.04% 212
2021
Q2
$236K Buy
+8,968
New +$236K 0.05% 194