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Forum Financial Management’s Schwab 5-10 Year Corporate Bond ETF SCHI Stock Holding History

Forum Financial Management’s Portfolio SCHI Stock Details SCHI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$255K Hold
11,211
– – ﹤0.01% 763
2025
Q1 		$252K Buy
+11,211
New +$252K ﹤0.01% 689