CVA Family Office’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 | $47.6K | Sell |
2,091
-190
| -8% | -$4.32K | 0.01% | 555 |
|
|
2025
Q1 | $51.2K | Buy |
2,281
+7
| +0.3% | +$157 | 0.01% | 514 |
|
|
2024
Q4 | $50.2K | Buy |
2,274
+12
| +0.5% | +$265 | 0.01% | 525 |
|
|
2024
Q3 | $52.2K | Buy |
2,262
+10
| +0.4% | +$231 | 0.01% | 504 |
|
|
2024
Q2 | $49.7K | Buy |
2,252
+10
| +0.4% | +$221 | 0.01% | 501 |
|
|
2024
Q1 | $49.9K | Buy |
2,242
+6
| +0.3% | +$133 | 0.01% | 499 |
|
|
2023
Q4 | $50.2K | Buy |
+2,236
| New | +$50.2K | 0.01% | 474 |
|
|
2023
Q3 | – | Sell |
-2,214
| Closed | -$48.8K | – | 807 |
|
|
2023
Q2 | $48.8K | Buy |
2,214
+1,506
| +213% | +$33.2K | 0.01% | 454 |
|
|
2023
Q1 | $15.8K | Buy |
708
+4
| +0.6% | +$89 | ﹤0.01% | 630 |
|
|
2022
Q4 | $15.2K | Buy |
+704
| New | +$15.2K | ﹤0.01% | 609 |
|