Horst & Graben Wealth Management’s Schwab 5-10 Year Corporate Bond ETF SCHI Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q2
Sell
2024
Q1
$2.27M Sell
2023
Q4
$6.25M Buy
2023
Q3
$5.22M Buy
2022
Q4
Sell
2022
Q3
$797K Buy
2021
Q3
Sell
2021
Q2
$339K Sell
2021
Q1
$6.66M Buy