Essex LLC’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
$3.95M Buy
2025
Q1
$2.35M Sell
2024
Q4
$2.37M Sell
2024
Q3
$2.57M Sell
2024
Q2
$2.47M Buy
2024
Q1
$2.33M Buy
2023
Q4
$2.34M Buy