Campbell Wealth Management’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
Q4 | $125M | Buy |
5,681,777
+1,254,619
| +28% | +$27.7M | 11.29% | 3 |
|
|
2024
Q3 | $102M | Buy |
+4,427,158
| New | +$102M | 9.1% | 3 |
|
|
2024
Q2 | – | Sell |
-4,167,302
| Closed | -$92.7M | – | 87 |
|
|
2024
Q1 | $92.7M | Buy |
4,167,302
+3,545,586
| +570% | +$78.9M | 9.21% | 3 |
|
|
2023
Q4 | $14M | Buy |
621,716
+10,006
| +2% | +$225K | 1.66% | 16 |
|
|
2023
Q3 | $12.9M | Sell |
611,710
-8,832
| -1% | -$186K | 1.57% | 17 |
|
|
2023
Q2 | $13.7M | Buy |
620,542
+25,384
| +4% | +$559K | 1.76% | 15 |
|
|
2023
Q1 | $13.3M | Buy |
595,158
+21,548
| +4% | +$481K | 1.66% | 17 |
|
|
2022
Q4 | $12.4M | Buy |
573,610
+21,474
| +4% | +$463K | 1.72% | 17 |
|
|
2022
Q3 | $11.6M | Buy |
+552,136
| New | +$11.6M | 1.68% | 18 |
|