Forthright Family Wealth 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
2024 Q3	–	Sell	-91,160	Closed	-$2.01M	–	73
2024 Q2	$2.01M	Sell	91,160 -3,234	-3%	-$71.3K	1.3%	20
2024 Q1	$2.1M	Buy	94,394 +6,558	+7%	+$146K	1.41%	20
2023 Q4	$1.97M	Buy	+87,836	New	+$1.97M	1.55%	19