FFG Retirement 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
2024 Q3	–	Sell	-108,230	Closed	-$2.39M	–	49
2024 Q2	$2.39M	Sell	108,230 -16,602	-13%	-$366K	1.66%	24
2024 Q1	$2.78M	Sell	124,832 -46,114	-27%	-$1.03M	1.96%	17
2023 Q4	$3.84M	Buy	170,946 +67,314	+65%	+$1.51M	2.97%	12
2023 Q3	$2.19M	Buy	+103,632	New	+$2.19M	1.81%	21