Castleview Partners’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
2024 Q4	–	Sell	-1,918	Closed	-$44.3K	–	614
2024 Q3	$44.3K	Buy	+1,918	New	+$44.3K	0.03%	338
2024 Q1	–	Sell	-2	Closed	-$45	–	939
2023 Q4	$45	Hold	2	–	–	﹤0.01%	854
2023 Q3	$42	Buy	+2	New	+$42	﹤0.01%	667