CAI
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Capital Advisors Inc’s Schwab 5-10 Year Corporate Bond ETF SCHI Stock Holding History

Capital Advisors Inc’s Portfolio SCHI Stock Details SCHI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q2 		– Sell
-9,582
Closed -$229K – 257
2022
Q1 		$229K Buy
+9,582
New +$237K 0.01% 238

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