HighTower Advisors’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
2025
Q2
$2.76M Buy
121,243
+1,792
+2% +$40.8K ﹤0.01% 1394
2025
Q1
$2.68M Buy
119,451
+11,643
+11% +$262K ﹤0.01% 1367
2024
Q4
$2.38M Buy
107,808
+27,390
+34% +$604K ﹤0.01% 1411
2024
Q3
$1.85M Buy
80,418
+22,804
+40% +$525K ﹤0.01% 1559
2024
Q2
$1.27M Buy
57,614
+39,782
+223% +$874K ﹤0.01% 1715
2024
Q1
$395K Buy
17,832
+1,022
+6% +$22.6K ﹤0.01% 2452
2023
Q4
$380K Buy
16,810
+3,018
+22% +$68.2K ﹤0.01% 2515
2023
Q3
$289K Sell
13,792
-2,086
-13% -$43.7K ﹤0.01% 2618
2023
Q2
$349K Buy
+15,878
New +$349K ﹤0.01% 2448