Farther Finance 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 | $63.1K | Sell |
2,772
-80
| -3% | -$1.82K | ﹤0.01% | 2010 |
|
|
2025
Q1 | $64K | Sell |
2,852
-79
| -3% | -$1.77K | ﹤0.01% | 1769 |
|
|
2024
Q4 | $64.7K | Buy |
2,931
+2,037
| +228% | +$45K | ﹤0.01% | 1524 |
|
|
2024
Q3 | $20.6K | Sell |
894
-7,906
| -90% | -$183K | ﹤0.01% | 2060 |
|
|
2024
Q2 | $192K | Buy |
8,800
+7,456
| +555% | +$163K | 0.01% | 847 |
|
|
2024
Q1 | $29.6K | Sell |
1,344
-228
| -15% | -$5.02K | ﹤0.01% | 1372 |
|
|
2023
Q4 | $35.3K | Buy |
1,572
+100
| +7% | +$2.25K | ﹤0.01% | 1152 |
|
|
2023
Q3 | $31.1K | Buy |
+1,472
| New | +$31.1K | ﹤0.01% | 949 |
|