Howe & Rusling’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 | $390K | Buy |
17,125
+10,917
| +176% | +$248K | 0.03% | 193 |
|
|
2025
Q1 | $139K | Buy |
6,208
+5,326
| +604% | +$120K | 0.01% | 281 |
|
|
2024
Q4 | $19.5K | Buy |
882
+834
| +1,738% | +$18.4K | ﹤0.01% | 345 |
|
|
2024
Q3 | $1.11K | Buy |
+48
| New | +$1.11K | ﹤0.01% | 396 |
|
|
2024
Q2 | – | Sell |
-3,222
| Closed | -$71.7K | – | 386 |
|
|
2024
Q1 | $71.7K | Buy |
3,222
+450
| +16% | +$10K | 0.01% | 283 |
|
|
2023
Q4 | $62.3K | Sell |
2,772
-4,616
| -62% | -$104K | 0.01% | 272 |
|
|
2023
Q3 | $156K | Buy |
+7,388
| New | +$156K | 0.02% | 224 |
|