Cascades Capital Asset 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
2025 Q2	–	Sell	-73,220	Closed	-$1.64M	–	153
2025 Q1	$1.64M	Buy	73,220 +3,521	+5%	+$79.1K	0.89%	26
2024 Q4	$1.54M	Buy	69,699 +28,359	+69%	+$626K	0.82%	28
2024 Q3	$954K	Buy	+41,340	New	+$954K	0.53%	39