Carson Wealth (CWM LLC)’s Schwab 5-10 Year Corporate Bond ETF SCHI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $139K | Sell |
6,120
-189
| -3% | -$4.29K | ﹤0.01% | 2451 |
|
|
2025
Q1 | $142K | Buy |
6,309
+369
| +6% | +$8.31K | ﹤0.01% | 2143 |
|
|
2024
Q4 | $131K | Sell |
5,940
-3,036
| -34% | -$67K | ﹤0.01% | 2104 |
|
|
2024
Q3 | $207K | Buy |
8,976
+8,202
| +1,060% | +$189K | ﹤0.01% | 1737 |
|
|
2024
Q2 | $17K | Buy |
774
+468
| +153% | +$10.3K | ﹤0.01% | 3232 |
|
|
2024
Q1 | $7K | Sell |
306
-98
| -24% | -$2.24K | ﹤0.01% | 3533 |
|
|
2023
Q4 | $9K | Buy |
404
+118
| +41% | +$2.63K | ﹤0.01% | 3249 |
|
|
2023
Q3 | $6K | Hold |
286
| – | – | ﹤0.01% | 3396 |
|
|
2023
Q2 | $6K | Buy |
+286
| New | +$6K | ﹤0.01% | 3372 |
|
|
2022
Q3 | – | Sell |
-534
| Closed | -$12K | – | 4135 |
|
|
2022
Q2 | $12K | Sell |
534
-1,024
| -66% | -$23K | ﹤0.01% | 2479 |
|
|
2022
Q1 | $37K | Buy |
1,558
+544
| +54% | +$12.9K | ﹤0.01% | 1752 |
|
|
2021
Q4 | $26K | Buy |
+1,014
| New | +$26K | ﹤0.01% | 1852 |
|