Campbell Wealth Management’s Schwab 5-10 Year Corporate Bond ETF SCHI Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q4
$125M Buy
2024
Q3
$102M Buy
2024
Q2
Sell
2024
Q1
$92.7M Buy
2023
Q4
$14M Buy
2023
Q3
$12.9M Sell
2023
Q2
$13.7M Buy
2023
Q1
$13.3M Buy
2022
Q4
$12.4M Buy
2022
Q3
$11.6M Buy