Kelly Financial Services’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
2024 Q1	–	Sell	-224	Closed	-$5.02K	–	811
2023 Q4	$5.02K	Buy	224 +4	+2%	+$90	﹤0.01%	471
2023 Q3	$4.64K	Buy	+220	New	+$4.64K	﹤0.01%	458