EWM
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Empirical Wealth Management’s Schwab 5-10 Year Corporate Bond ETF SCHI Stock Holding History

Empirical Wealth Management’s Portfolio SCHI Stock Details SCHI Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-16,786
Closed -$370K – 598
2024
Q2 		$370K Buy
16,786
+4,060
+32% +$89.5K 0.01% 412
2024
Q1 		$283K Buy
+12,726
New +$283K 0.01% 450