Integral Investment 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 | $1.12M | Sell |
49,159
-86
| -0.2% | -$1.96K | 0.32% | 60 |
|
|
2025
Q1 | $1.11M | Buy |
49,245
+5,288
| +12% | +$119K | 0.35% | 55 |
|
|
2024
Q4 | $970K | Buy |
43,957
+11,611
| +36% | +$256K | 0.31% | 65 |
|
|
2024
Q3 | $747K | Buy |
32,346
+12,592
| +64% | +$291K | 0.25% | 75 |
|
|
2024
Q2 | $437K | Sell |
19,754
-3,036
| -13% | -$67.2K | 0.16% | 99 |
|
|
2024
Q1 | $508K | Buy |
+22,790
| New | +$508K | 0.21% | 85 |
|