Claro Advisors’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
2023 Q4	–	Sell	-11,588	Closed	-$245K	–	412
2023 Q3	$245K	Sell	11,588 -3,890	-25%	-$82.1K	0.06%	303
2023 Q2	$341K	Buy	+15,478	New	+$341K	0.08%	245