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Gen-Wealth Partners’s Schwab 5-10 Year Corporate Bond ETF SCHI Stock Holding History

Gen-Wealth Partners’s Portfolio SCHI Stock Details SCHI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-6
Closed -$132 – 712
2024
Q2 		$132 Sell
6
-13,972
-100% -$307K ﹤0.01% 639
2024
Q1 		$311K Buy
+13,978
New +$311K 0.15% 150