Capital Performance 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
2025 Q2	–	Sell	-23,280	Closed	-$523K	–	309
2025 Q1	$523K	Buy	+23,280	New	+$523K	0.11%	98