Heritage Wealth Management (Arizona)’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | $70.3K | Buy |
3,264
+1,632
| +100% | +$35.2K | 0.01% | 462 |
|
|
2022
Q3 | $34K | Sell |
1,632
-1,138
| -41% | -$23.7K | 0.01% | 454 |
|
|
2022
Q2 | $61.7K | Sell |
2,770
-176
| -6% | -$3.92K | 0.02% | 385 |
|
|
2022
Q1 | $70K | Buy |
+2,946
| New | +$70K | 0.02% | 418 |
|
|
2021
Q3 | $124K | Sell |
4,750
-4,614
| -49% | -$120K | 0.04% | 303 |
|
|
2021
Q2 | $246K | Buy |
+9,364
| New | +$246K | 0.09% | 193 |
|