Creative Financial Designs’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 | $715K | Buy |
|
|||||
|
2025
Q2 | $561K | Buy |
|
|||||
|
2025
Q1 | $434K | Buy |
|
|||||
|
2024
Q4 | $335K | Sell |
|
|||||
|
2024
Q3 | $396K | Sell |
|
|||||
|
2024
Q2 | $661K | Buy |
|
|||||
|
2024
Q1 | $649K | Sell |
|
|||||
|
2023
Q4 | $863K | Buy |
|
|||||
|
2023
Q3 | $510K | Buy |
|
|||||
|
2023
Q2 | $275K | Buy |
|
|||||
|
2023
Q1 | $238K | Sell |
|
|||||
|
2022
Q4 | $292K | Sell |
|
|||||
|
2022
Q3 | $303K | Buy |
|
|||||
|
2022
Q2 | $108K | Hold |
|
|||||
|
2022
Q1 | $116K | Sell |
|
|||||
|
2021
Q4 | $173K | Hold |
|
|||||
|
2021
Q3 | $175K | Sell |
|
|||||
|
2021
Q2 | $190K | Sell |
|
|||||
|
2021
Q1 | $949K | Buy |
|