Fisher Asset Management’s Schwab 5-10 Year Corporate Bond ETF SCHI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-12,595
| Closed | -$283K | – | 1065 |
|
|
2025
Q1 | $283K | Buy |
+12,595
| New | +$283K | ﹤0.01% | 908 |
|
|
2024
Q2 | – | Sell |
-6,145
| Closed | -$273K | – | 1044 |
|
|
2024
Q1 | $273K | Buy |
+6,145
| New | +$273K | ﹤0.01% | 879 |
|
|
2023
Q4 | – | Sell |
-4,978
| Closed | -$210K | – | 1101 |
|
|
2023
Q3 | $210K | Sell |
4,978
-3,125
| -39% | -$132K | ﹤0.01% | 1010 |
|
|
2023
Q2 | $357K | Buy |
+8,103
| New | +$357K | ﹤0.01% | 920 |
|