FC Advisory’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 | $402K | Buy |
17,661
+36
| +0.2% | +$819 | 0.12% | 84 |
|
|
2025
Q1 | $396K | Buy |
17,625
+25
| +0.1% | +$561 | 0.13% | 81 |
|
|
2024
Q4 | $388K | Buy |
17,600
+44
| +0.3% | +$971 | 0.13% | 80 |
|
|
2024
Q3 | $405K | Buy |
17,556
+36
| +0.2% | +$831 | 0.14% | 80 |
|
|
2024
Q2 | $386K | Buy |
17,520
+36
| +0.2% | +$794 | 0.14% | 75 |
|
|
2024
Q1 | $389K | Buy |
17,484
+22
| +0.1% | +$489 | 0.14% | 76 |
|
|
2023
Q4 | $392K | Buy |
17,462
+44
| +0.3% | +$989 | 0.15% | 77 |
|
|
2023
Q3 | $368K | Buy |
17,418
+1,322
| +8% | +$27.9K | 0.15% | 76 |
|
|
2023
Q2 | $355K | Buy |
16,096
+12
| +0.1% | +$264 | 0.15% | 75 |
|
|
2023
Q1 | $359K | Hold |
16,084
| – | – | 0.16% | 74 |
|
|
2022
Q4 | $347K | Buy |
16,084
+12
| +0.1% | +$259 | 0.16% | 71 |
|
|
2022
Q3 | $338K | Buy |
+16,072
| New | +$338K | 0.17% | 66 |
|