Clearview Wealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $214K | Sell |
9,410
-96
| -1% | -$2.19K | 0.15% | 99 |
|
|
2025
Q1 | $214K | Sell |
9,506
-535
| -5% | -$12K | 0.16% | 98 |
|
|
2024
Q4 | $222K | Buy |
10,041
+1,075
| +12% | +$23.7K | 0.17% | 91 |
|
|
2024
Q3 | $207K | Sell |
8,966
-3,342
| -27% | -$77.1K | 0.16% | 93 |
|
|
2024
Q2 | $271K | Sell |
12,308
-9,772
| -44% | -$215K | 0.24% | 81 |
|
|
2024
Q1 | $491K | Buy |
22,080
+5,168
| +31% | +$115K | 0.5% | 46 |
|
|
2023
Q4 | $380K | Buy |
16,912
+3,282
| +24% | +$73.7K | 0.44% | 72 |
|
|
2023
Q3 | $288K | Buy |
13,630
+13,146
| +2,716% | +$277K | 0.36% | 92 |
|
|
2023
Q2 | $10.7K | Buy |
484
+4
| +0.8% | +$88 | 0.01% | 357 |
|
|
2023
Q1 | $10.7K | Sell |
480
-3,264
| -87% | -$72.9K | 0.01% | 357 |
|
|
2022
Q4 | $80.7K | Sell |
3,744
-12,324
| -77% | -$266K | 0.06% | 133 |
|
|
2022
Q3 | $338K | Buy |
16,068
+15,686
| +4,106% | +$330K | 0.27% | 61 |
|
|
2022
Q2 | $9K | Buy |
382
+2
| +0.5% | +$47 | 0.01% | 369 |
|
|
2022
Q1 | $9K | Sell |
380
-458
| -55% | -$10.8K | 0.01% | 400 |
|
|
2021
Q4 | $22K | Sell |
838
-38
| -4% | -$998 | 0.01% | 324 |
|
|
2021
Q3 | $23K | Buy |
876
+4
| +0.5% | +$105 | 0.01% | 318 |
|
|
2021
Q2 | $23K | Sell |
872
-130,048
| -99% | -$3.43M | 0.01% | 323 |
|
|
2021
Q1 | $3.36M | Buy |
+130,920
| New | +$3.36M | 2.18% | 9 |
|