IFP 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 | $248K | Buy |
10,911
+3,784
| +53% | +$86.1K | 0.01% | 1166 |
|
|
2025
Q1 | $160K | Buy |
7,127
+3,804
| +114% | +$85.4K | ﹤0.01% | 1279 |
|
|
2024
Q4 | $73.3K | Sell |
3,323
-17,379
| -84% | -$384K | ﹤0.01% | 1632 |
|
|
2024
Q3 | $478K | Buy |
20,702
+17,332
| +514% | +$400K | 0.02% | 713 |
|
|
2024
Q2 | $74.3K | Buy |
3,370
+3,018
| +857% | +$66.5K | ﹤0.01% | 1492 |
|
|
2024
Q1 | $7.83K | Sell |
352
-508
| -59% | -$11.3K | ﹤0.01% | 2322 |
|
|
2023
Q4 | $19.3K | Buy |
860
+530
| +161% | +$11.9K | ﹤0.01% | 1930 |
|
|
2023
Q3 | $6.96K | Sell |
330
-512
| -61% | -$10.8K | ﹤0.01% | 2401 |
|
|
2023
Q2 | $18.5K | Buy |
842
+390
| +86% | +$8.59K | ﹤0.01% | 2044 |
|
|
2023
Q1 | $11.3K | Hold |
452
| – | – | ﹤0.01% | 2240 |
|
|
2022
Q4 | $11K | Sell |
452
-2
| -0.4% | -$49 | ﹤0.01% | 3339 |
|
|
2022
Q3 | $13K | Sell |
454
-2
| -0.4% | -$57 | ﹤0.01% | 3471 |
|
|
2022
Q2 | $12K | Hold |
456
| – | – | ﹤0.01% | 3271 |
|
|
2022
Q1 | $12K | Buy |
456
+262
| +135% | +$6.9K | ﹤0.01% | 3271 |
|
|
2021
Q4 | $5K | Buy |
194
+128
| +194% | +$3.3K | ﹤0.01% | 2465 |
|
|
2021
Q3 | $2K | Sell |
66
-374
| -85% | -$11.3K | ﹤0.01% | 2833 |
|
|
2021
Q2 | $12K | Sell |
440
-4,172
| -90% | -$114K | ﹤0.01% | 2144 |
|
|
2021
Q1 | $119K | Buy |
+4,612
| New | +$119K | ﹤0.01% | 1092 |
|