Global Retirement Partners’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 | $1.48K | Buy |
+65
| New | +$1.48K | ﹤0.01% | 3338 |
|
|
2024
Q4 | $18K | Sell |
816
-374
| -31% | -$8.25K | ﹤0.01% | 2146 |
|
|
2024
Q3 | $27.5K | Buy |
1,190
+182
| +18% | +$4.2K | ﹤0.01% | 1844 |
|
|
2024
Q2 | $22.2K | Sell |
1,008
-3,640
| -78% | -$80.3K | ﹤0.01% | 1929 |
|
|
2024
Q1 | $103K | Sell |
4,648
-8,498
| -65% | -$189K | ﹤0.01% | 1069 |
|
|
2023
Q4 | $293K | Buy |
13,146
+2,648
| +25% | +$59.1K | 0.01% | 621 |
|
|
2023
Q3 | $218K | Buy |
10,498
+10,416
| +12,702% | +$217K | 0.01% | 639 |
|
|
2023
Q2 | $1.81K | Buy |
+82
| New | +$1.81K | ﹤0.01% | 2584 |
|