EP Wealth Advisors’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 | – | Sell |
-7,207
| Closed | -$162K | – | 1464 |
|
|
2025
Q1 | $162K | Buy |
7,207
+2,288
| +47% | +$51.4K | ﹤0.01% | 1177 |
|
|
2024
Q4 | $109K | Sell |
4,919
-19,683
| -80% | -$434K | ﹤0.01% | 1195 |
|
|
2024
Q3 | $568K | Buy |
24,602
+2,202
| +10% | +$50.8K | ﹤0.01% | 649 |
|
|
2024
Q2 | $494K | Buy |
22,400
+6,974
| +45% | +$154K | 0.01% | 538 |
|
|
2024
Q1 | $343K | Buy |
15,426
+3,514
| +29% | +$78.2K | ﹤0.01% | 592 |
|
|
2023
Q4 | $268K | Buy |
11,912
+5,928
| +99% | +$133K | ﹤0.01% | 651 |
|
|
2023
Q3 | $126K | Buy |
+5,984
| New | +$126K | ﹤0.01% | 714 |
|