Christensen King & Associates Investment Services’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 | $552K | Buy |
24,239
+667
| +3% | +$15.2K | 0.25% | 53 |
|
|
2025
Q1 | $528K | Buy |
23,572
+88
| +0.4% | +$1.97K | 0.25% | 53 |
|
|
2024
Q4 | $518K | Buy |
23,484
+4,398
| +23% | +$97.1K | 0.24% | 54 |
|
|
2024
Q3 | $440K | Sell |
19,086
-438
| -2% | -$10.1K | 0.21% | 60 |
|
|
2024
Q2 | $431K | Buy |
19,524
+654
| +3% | +$14.4K | 0.21% | 62 |
|
|
2024
Q1 | $420K | Sell |
18,870
-212
| -1% | -$4.72K | 0.21% | 62 |
|
|
2023
Q4 | $429K | Buy |
+19,082
| New | +$429K | 0.23% | 60 |
|