CMP
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Coston McIsaac & Partners’s Schwab 5-10 Year Corporate Bond ETF SCHI Stock Holding History

Coston McIsaac & Partners’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 		$12K Sell
545
-269
-33% -$5.92K ﹤0.01% 501
2025
Q1 		$18K Sell
814
-684
-46% -$15.1K 0.01% 408
2024
Q4 		$33K Hold
1,498
– – 0.01% 337
2024
Q3 		$34 Buy
+1,498
New +$34 0.01% 334