Cerity 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-11,192
| Closed | -$247K | – | 2604 |
|
|
2024
Q4 | $247K | Sell |
11,192
-20,510
| -65% | -$453K | ﹤0.01% | 2125 |
|
|
2024
Q3 | $732K | Sell |
31,702
-23,282
| -42% | -$537K | ﹤0.01% | 1569 |
|
|
2024
Q2 | $1.21M | Sell |
54,984
-3,924
| -7% | -$86.5K | ﹤0.01% | 1138 |
|
|
2024
Q1 | $1.31M | Buy |
+58,908
| New | +$1.31M | ﹤0.01% | 1153 |
|