Envestnet Asset Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $167M | Sell |
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2025
Q1 | $168M | Sell |
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|
2024
Q4 | $166M | Buy |
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|
2024
Q3 | $172M | Buy |
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|
2024
Q2 | $163M | Buy |
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|
2024
Q1 | $147M | Buy |
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|
2023
Q4 | $844K | Sell |
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|
2023
Q3 | $8.43M | Buy |
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|
2023
Q2 | $6.06M | Buy |
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|
2022
Q4 | – | Sell |
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|
2022
Q3 | $280K | Buy |
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|
2022
Q1 | – | Sell |
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|
2021
Q4 | $249K | Sell |
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|
2021
Q3 | $327K | Sell |
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|
2021
Q2 | $365K | Sell |
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|
2021
Q1 | $3.02M | Buy |
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