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Guardian Financial Partners’s Schwab 5-10 Year Corporate Bond ETF SCHI Stock Holding History

Guardian Financial 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
2025
Q2 		$240K Buy
10,535
+507
+5% +$11.5K 0.11% 55
2025
Q1 		$225K Sell
10,028
-436
-4% -$9.79K 0.11% 55
2024
Q4 		$231K Buy
+10,464
New +$231K 0.14% 48