Clearview Wealth Advisors’s Schwab 5-10 Year Corporate Bond ETF SCHI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | – | Sell |
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|
2025
Q2 | $214K | Sell |
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|
2025
Q1 | $214K | Sell |
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|
2024
Q4 | $222K | Buy |
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|
2024
Q3 | $207K | Sell |
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|
2024
Q2 | $271K | Sell |
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|
2024
Q1 | $491K | Buy |
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|
2023
Q4 | $380K | Buy |
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|
2023
Q3 | $288K | Buy |
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|
2023
Q2 | $10.7K | Buy |
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|
2023
Q1 | $10.7K | Sell |
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|
2022
Q4 | $80.7K | Sell |
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|
2022
Q3 | $338K | Buy |
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|
2022
Q2 | $9K | Buy |
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|
2022
Q1 | $9K | Sell |
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|
2021
Q4 | $22K | Sell |
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|
2021
Q3 | $23K | Buy |
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|
2021
Q2 | $23K | Sell |
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|
2021
Q1 | $3.36M | Buy |
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