Family Asset Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $17.1K | Hold |
740
| – | – | 0.01% | 167 |
|
|
2024
Q2 | $16.3K | Sell |
740
-172
| -19% | -$3.79K | 0.01% | 172 |
|
|
2024
Q1 | $20.3K | Sell |
912
-4
| -0.4% | -$89 | 0.01% | 149 |
|
|
2023
Q4 | $20.6K | Sell |
916
-6,272
| -87% | -$141K | 0.01% | 147 |
|
|
2023
Q3 | $152K | Buy |
7,188
+856
| +14% | +$18.1K | 0.11% | 104 |
|
|
2023
Q2 | $139K | Buy |
+6,332
| New | +$139K | 0.09% | 114 |
|