Kestra Advisory 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
2025
Q1
Sell
-26,444
Closed -$584K 2870
2024
Q4
$584K Sell
26,444
-1,044
-4% -$23K ﹤0.01% 1768
2024
Q3
$634K Sell
27,488
-330
-1% -$7.62K ﹤0.01% 1610
2024
Q2
$564K Buy
+27,818
New +$564K ﹤0.01% 1696