DecisionPoint Financial’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
2026 Q1	$3.7M	Buy	163,196 +51,526	+46%	+$1.18M	0.8%	16
2025 Q4	$2.57M	Sell	111,670 -84	-0.1%	-$1.94K	0.56%	18
2025 Q3	$2.58M	Sell	111,754 -16,367	-13%	-$374K	0.6%	18
2025 Q2	$2.9M	Sell	128,121 -17,698	-12%	-$395K	0.74%	16
2025 Q1	$3.28M	Buy	145,819 +10,587	+8%	+$235K	0.95%	14
2024 Q4	$2.98M	Sell	135,232 -2,406	-2%	-$54.1K	0.91%	16
2024 Q3	$3.18M	Sell	137,638 -13,410	-9%	-$304K	1.01%	15
2024 Q2	$3.4M	Sell	151,048 -1,446	-0.9%	-$31.7K	1.14%	14
2024 Q1	$3.3M	Sell	152,494 -4,430	-3%	-$98.4K	1.31%	14
2023 Q4	$3.53M	Sell	156,924 -606	-0.4%	-$13K	1.51%	12
2023 Q3	$3.32M	Sell	157,530 -1,854	-1%	-$40.1K	1.74%	11
2023 Q2	$3.51M	Buy	159,384 +3,574	+2%	+$79.2K	1.83%	11
2023 Q1	$3.48M	Sell	155,810 -348	-0.2%	-$7.68K	2.01%	11
2022 Q4	$3.37M	Buy	+156,158	New	+$3.34M	2.05%	11