Cornerstone Planning Group’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 | $289 | Buy |
13
+1
| +8% | +$22 | ﹤0.01% | 1424 |
|
|
2025
Q1 | $276 | Hold |
12
| – | – | ﹤0.01% | 1433 |
|
|
2024
Q4 | $274 | Sell |
12
-12
| -50% | -$274 | ﹤0.01% | 1299 |
|
|
2024
Q3 | $274 | Buy |
24
+10
| +71% | +$114 | ﹤0.01% | 1213 |
|
|
2024
Q2 | $277 | Hold |
14
| – | – | ﹤0.01% | 1156 |
|
|
2024
Q1 | $264 | Sell |
14
-254
| -95% | -$4.79K | ﹤0.01% | 999 |
|
|
2023
Q4 | $6.02K | Buy |
+268
| New | +$6.02K | ﹤0.01% | 504 |
|