DecisionPoint Financial’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 | $2.9M | Sell |
128,121
-17,698
| -12% | -$401K | 0.74% | 16 |
|
|
2025
Q1 | $3.28M | Buy |
145,819
+10,587
| +8% | +$238K | 0.95% | 14 |
|
|
2024
Q4 | $2.98M | Sell |
135,232
-2,406
| -2% | -$53.1K | 0.91% | 16 |
|
|
2024
Q3 | $3.18M | Sell |
137,638
-13,410
| -9% | -$310K | 1.01% | 15 |
|
|
2024
Q2 | $3.4M | Sell |
151,048
-1,446
| -0.9% | -$32.6K | 1.14% | 14 |
|
|
2024
Q1 | $3.3M | Sell |
152,494
-4,430
| -3% | -$96K | 1.31% | 14 |
|
|
2023
Q4 | $3.53M | Sell |
156,924
-606
| -0.4% | -$13.6K | 1.51% | 12 |
|
|
2023
Q3 | $3.32M | Sell |
157,530
-1,854
| -1% | -$39.1K | 1.74% | 11 |
|
|
2023
Q2 | $3.51M | Buy |
159,384
+3,574
| +2% | +$78.7K | 1.83% | 11 |
|
|
2023
Q1 | $3.48M | Sell |
155,810
-348
| -0.2% | -$7.77K | 2.01% | 11 |
|
|
2022
Q4 | $3.37M | Buy |
+156,158
| New | +$3.37M | 2.05% | 11 |
|