Copperleaf Capital’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
2022
Q4
Sell
2022
Q3
$659K Sell
2022
Q2
$2.38M Sell
2022
Q1
$2.87M Sell
2021
Q4
$3.18M Buy
2021
Q3
$2.56M Sell
2021
Q2
$2.97M Buy
2021
Q1
$2.89M Buy