Ken Fisher’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 | – | Sell |
-12,595
| Closed | -$283K | – | 1065 |
|
|
2025
Q1 | $283K | Buy |
+12,595
| New | +$283K | ﹤0.01% | 908 |
|
|
2024
Q2 | – | Sell |
-12,290
| Closed | -$273K | – | 1044 |
|
|
2024
Q1 | $273K | Buy |
+12,290
| New | +$273K | ﹤0.01% | 879 |
|
|
2023
Q4 | – | Sell |
-9,956
| Closed | -$210K | – | 1101 |
|
|
2023
Q3 | $210K | Sell |
9,956
-6,250
| -39% | -$132K | ﹤0.01% | 1010 |
|
|
2023
Q2 | $357K | Buy |
+16,206
| New | +$357K | ﹤0.01% | 920 |
|