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Gratus Capital’s Schwab 5-10 Year Corporate Bond ETF SCHI Stock Holding History

Gratus Capital’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
Q2 		$971K Buy
44,058
+2,336
+6% +$51.5K 0.04% 182
2024
Q1 		$928K Sell
41,722
-2,828
-6% -$62.9K 0.04% 169
2023
Q4 		$1M Buy
+44,550
New +$1M 0.06% 140