Carson Wealth (CWM LLC)’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $150K | Buy |
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|
2025
Q2 | $139K | Sell |
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|
2025
Q1 | $142K | Buy |
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|
2024
Q4 | $131K | Sell |
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|
2024
Q3 | $207K | Buy |
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|
2024
Q2 | $17K | Buy |
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|
2024
Q1 | $7K | Sell |
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|
2023
Q4 | $9K | Buy |
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|
2023
Q3 | $6K | Hold |
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|
2023
Q2 | $6K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $12K | Sell |
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|
2022
Q1 | $37K | Buy |
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|
2021
Q4 | $26K | Buy |
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