Heritage Wealth Management (Arizona)’s Schwab 5-10 Year Corporate Bond ETF SCHI Stock Holding History

Heritage Wealth Management (Arizona)’s Portfolio SCHI Stock Details SCHI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q4	$70.3K	Buy	3,264 +1,632	+100%	+$34.9K	0.01%	462
2022 Q3	$34K	Sell	1,632 -1,138	-41%	-$25.4K	0.01%	454
2022 Q2	$61.7K	Sell	2,770 -176	-6%	-$4K	0.02%	385
2022 Q1	$70K	Buy	+2,946	New	+$72.8K	0.02%	418
2021 Q3	$124K	Sell	4,750 -4,614	-49%	-$122K	0.04%	303
2021 Q2	$246K	Buy	+9,364	New	+$243K	0.09%	193

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