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GoalVest Advisory’s Schwab 5-10 Year Corporate Bond ETF SCHI Stock Holding History

GoalVest Advisory’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
Q1 		– Sell
-419
Closed -$9.25K – 534
2024
Q4 		$9.25K Buy
+419
New +$9.25K ﹤0.01% 290