Joule Financial’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 | $576K | Hold |
25,325
| – | – | 0.19% | 61 |
|
|
2025
Q1 | $569K | Sell |
25,325
-257
| -1% | -$5.77K | 0.2% | 56 |
|
|
2024
Q4 | $565K | Hold |
25,582
| – | – | 0.2% | 54 |
|
|
2024
Q3 | $590K | Buy |
25,582
+568
| +2% | +$13.1K | 0.21% | 53 |
|
|
2024
Q2 | $552K | Hold |
25,014
| – | – | 0.22% | 51 |
|
|
2024
Q1 | $556K | Hold |
25,014
| – | – | 0.23% | 47 |
|
|
2023
Q4 | $562K | Buy |
+25,014
| New | +$562K | 0.26% | 49 |
|