Elevation Wealth Partners’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 | $25.4K | Hold |
1,116
| – | – | 0.01% | 301 |
|
|
2025
Q1 | $25.1K | Hold |
1,116
| – | – | 0.01% | 295 |
|
|
2024
Q4 | $24.6K | Hold |
1,116
| – | – | 0.01% | 296 |
|
|
2024
Q3 | $25.8K | Hold |
1,116
| – | – | 0.01% | 282 |
|
|
2024
Q2 | $24.6K | Sell |
1,116
-7,680
| -87% | -$169K | 0.01% | 276 |
|
|
2024
Q1 | $196K | Buy |
+8,796
| New | +$196K | 0.1% | 110 |
|
|
2023
Q3 | – | Sell |
-248
| Closed | -$5.46K | – | 359 |
|
|
2023
Q2 | $5.46K | Buy |
+248
| New | +$5.46K | ﹤0.01% | 279 |
|