IFP Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $248K | Buy |
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2025
Q1 | $160K | Buy |
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|
2024
Q4 | $73.3K | Sell |
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|
2024
Q3 | $478K | Buy |
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|
2024
Q2 | $74.3K | Buy |
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|
2024
Q1 | $7.83K | Sell |
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|
2023
Q4 | $19.3K | Buy |
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|
2023
Q3 | $6.96K | Sell |
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|
2023
Q2 | $18.5K | Buy |
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|
2023
Q1 | $11.3K | Hold |
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|
2022
Q4 | $11K | Sell |
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|
2022
Q3 | $13K | Sell |
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|
2022
Q2 | $12K | Hold |
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|
2022
Q1 | $12K | Buy |
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|
2021
Q4 | $5K | Buy |
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|
2021
Q3 | $2K | Sell |
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|
2021
Q2 | $12K | Sell |
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|
2021
Q1 | $119K | Buy |
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