Creative Planning’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 | $1.77M | Buy |
77,651
+6,154
| +9% | +$140K | ﹤0.01% | 1413 |
|
|
2025
Q1 | $1.61M | Buy |
71,497
+18,993
| +36% | +$427K | ﹤0.01% | 1350 |
|
|
2024
Q4 | $1.16M | Sell |
52,504
-4,404
| -8% | -$97.2K | ﹤0.01% | 1530 |
|
|
2024
Q3 | $1.31M | Sell |
56,908
-8,346
| -13% | -$193K | ﹤0.01% | 1320 |
|
|
2024
Q2 | $1.44M | Buy |
65,254
+32,878
| +102% | +$725K | ﹤0.01% | 1163 |
|
|
2024
Q1 | $720K | Buy |
32,376
+5,372
| +20% | +$119K | ﹤0.01% | 1573 |
|
|
2023
Q4 | $607K | Buy |
27,004
+7,986
| +42% | +$179K | ﹤0.01% | 1566 |
|
|
2023
Q3 | $401K | Buy |
+19,018
| New | +$401K | ﹤0.01% | 1716 |
|
|
2021
Q4 | – | Sell |
-13,622
| Closed | -$356K | – | 2161 |
|
|
2021
Q3 | $356K | Buy |
+13,622
| New | +$356K | ﹤0.01% | 1495 |
|