EverSource Wealth Advisors’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
Q3
$17.4K Buy
2024
Q2
Sell
2024
Q1
$5.28K Sell
2023
Q4
$11.4K Buy
2023
Q3
$8.74K Buy