Integrated Advisors Network’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-8,994
| Closed | -$200K | – | 682 |
|
|
2022
Q2 | $200K | Sell |
8,994
-978
| -10% | -$21.7K | 0.01% | 623 |
|
|
2022
Q1 | $239K | Sell |
9,972
-4,276
| -30% | -$102K | 0.01% | 595 |
|
|
2021
Q4 | $368K | Sell |
14,248
-3,236
| -19% | -$83.6K | 0.02% | 479 |
|
|
2021
Q3 | $456K | Buy |
17,484
+3,034
| +21% | +$79.1K | 0.03% | 421 |
|
|
2021
Q2 | $380K | Buy |
14,450
+324
| +2% | +$8.52K | 0.03% | 414 |
|
|
2021
Q1 | $363K | Buy |
+14,126
| New | +$363K | 0.03% | 386 |
|