EP Wealth Advisors’s Schwab 5-10 Year Corporate Bond ETF SCHI Stock Holding History

EP Wealth Advisors’s Portfolio SCHI Stock Details SCHI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell
2025 Q1	$162K	Buy
2024 Q4	$109K	Sell
2024 Q3	$568K	Buy
2024 Q2	$494K	Buy
2024 Q1	$343K	Buy
2023 Q4	$268K	Buy
2023 Q3	$126K	Buy