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Congress Wealth Management’s Schwab 5-10 Year Corporate Bond ETF SCHI Stock Holding History

Congress Wealth Management’s Portfolio SCHI Stock Details SCHI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$475K Buy
20,859
+46
+0.2% +$1.05K ﹤0.01% 943
2025
Q1 		$466K Buy
+20,813
New +$466K 0.01% 834