Client 1st Advisory Group’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 | $250K | Sell |
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|
2025
Q1 | $268K | Sell |
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|
2024
Q4 | $286K | Sell |
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|
2024
Q3 | $484K | Sell |
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|
2024
Q2 | $490K | Sell |
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|
2024
Q1 | $546K | Buy |
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|
2023
Q4 | $499K | Sell |
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|
2023
Q3 | $483K | Buy |
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|
2023
Q1 | – | Sell |
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|
2022
Q4 | $225K | Sell |
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|
2022
Q3 | $260K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $498K | Sell |
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|
2021
Q4 | $624K | Sell |
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|
2021
Q3 | $936K | Sell |
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|
2021
Q2 | $2.66M | Sell |
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|
2021
Q1 | $4.67M | Buy |
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