IAA
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Independent Advisor Alliance’s Schwab 5-10 Year Corporate Bond ETF SCHI Stock Holding History

Independent Advisor Alliance’s Portfolio SCHI Stock Details SCHI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-12,596
Closed -$278K – 1265
2024
Q4 		$278K Buy
+12,596
New +$278K ﹤0.01% 1163