CreativeOne Wealth’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	$1.43M	Sell	62,636 -3,935	-6%	-$89.6K	0.04%	435
2025 Q1	$1.5M	Buy	66,571 +10,554	+19%	+$237K	0.04%	369
2024 Q4	$1.24M	Buy	56,017 +33,201	+146%	+$733K	0.04%	407
2024 Q3	$527K	Buy	+22,816	New	+$527K	0.02%	615