Kingsview Wealth Management’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 | $298K | Buy |
13,084
+2,135
| +19% | +$48.6K | 0.01% | 947 |
|
|
2025
Q1 | $246K | Buy |
+10,949
| New | +$246K | ﹤0.01% | 964 |
|
|
2024
Q4 | – | Sell |
-27,730
| Closed | -$640K | – | 1174 |
|
|
2024
Q3 | $640K | Buy |
27,730
+18,012
| +185% | +$416K | 0.01% | 642 |
|
|
2024
Q2 | $214K | Sell |
9,718
-664
| -6% | -$14.6K | 0.01% | 964 |
|
|
2024
Q1 | $231K | Hold |
10,382
| – | – | 0.01% | 920 |
|
|
2023
Q4 | $233K | Sell |
10,382
-164
| -2% | -$3.69K | 0.01% | 847 |
|
|
2023
Q3 | $223K | Sell |
10,546
-2,066
| -16% | -$43.6K | 0.01% | 847 |
|
|
2023
Q2 | $278K | Sell |
12,612
-3,654
| -22% | -$80.5K | 0.01% | 764 |
|
|
2023
Q1 | $363K | Sell |
16,266
-1,764
| -10% | -$39.4K | 0.02% | 660 |
|
|
2022
Q4 | $389K | Sell |
18,030
-688
| -4% | -$14.8K | 0.02% | 588 |
|
|
2022
Q3 | $393K | Sell |
18,718
-610
| -3% | -$12.8K | 0.02% | 564 |
|
|
2022
Q2 | $431K | Sell |
19,328
-26
| -0.1% | -$580 | 0.02% | 570 |
|
|
2022
Q1 | $463K | Buy |
19,354
+38
| +0.2% | +$909 | 0.02% | 584 |
|
|
2021
Q4 | $499K | Sell |
19,316
-5,772
| -23% | -$149K | 0.02% | 572 |
|
|
2021
Q3 | $655K | Buy |
25,088
+858
| +4% | +$22.4K | 0.03% | 484 |
|
|
2021
Q2 | $635K | Buy |
24,230
+148
| +0.6% | +$3.88K | 0.03% | 495 |
|
|
2021
Q1 | $619K | Sell |
24,082
-1,910
| -7% | -$49.1K | 0.04% | 461 |
|
|
2020
Q4 | $697K | Sell |
25,992
-1,858
| -7% | -$49.8K | 0.05% | 362 |
|
|
2020
Q3 | $735K | Buy |
27,850
+110
| +0.4% | +$2.9K | 0.07% | 284 |
|
|
2020
Q2 | $726K | Buy |
27,740
+1,392
| +5% | +$36.4K | 0.07% | 257 |
|
|
2020
Q1 | $631K | Buy |
+26,348
| New | +$631K | 0.09% | 235 |
|