GeoWealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.29M | Sell |
56,795
-2,210
| -4% | -$50.3K | 0.05% | 211 |
|
|
2025
Q1 | $1.33M | Sell |
59,005
-1,027
| -2% | -$23.1K | 0.05% | 213 |
|
|
2024
Q4 | $1.32M | Sell |
60,032
-900
| -1% | -$19.9K | 0.04% | 247 |
|
|
2024
Q3 | $1.41M | Sell |
60,932
-5,408
| -8% | -$125K | 0.05% | 233 |
|
|
2024
Q2 | $1.46M | Sell |
66,340
-2,340
| -3% | -$51.6K | 0.06% | 204 |
|
|
2024
Q1 | $1.53M | Buy |
+68,680
| New | +$1.53M | 0.06% | 222 |
|