Cetera Investment Advisers’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 | $4.76M | Buy |
209,045
+466
| +0.2% | +$10.6K | 0.01% | 1226 |
|
|
2025
Q1 | $4.68M | Buy |
208,579
+11,739
| +6% | +$264K | 0.01% | 1157 |
|
|
2024
Q4 | $4.34M | Buy |
196,840
+24,124
| +14% | +$532K | 0.01% | 1114 |
|
|
2024
Q3 | $3.99M | Buy |
172,716
+8,574
| +5% | +$198K | 0.01% | 1131 |
|
|
2024
Q2 | $3.62M | Sell |
164,142
-2,344
| -1% | -$51.7K | 0.01% | 1179 |
|
|
2024
Q1 | $3.7M | Buy |
+166,486
| New | +$3.7M | 0.01% | 1148 |
|
|
2023
Q4 | – | Sell |
-18,244
| Closed | -$385K | – | 2315 |
|
|
2023
Q3 | $385K | Buy |
18,244
+1,606
| +10% | +$33.9K | ﹤0.01% | 1571 |
|
|
2023
Q2 | $366K | Buy |
+16,638
| New | +$366K | ﹤0.01% | 1616 |
|