Kingsview Wealth Management’s Schwab 5-10 Year Corporate Bond ETF SCHI Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	–	Sell	-13,084	Closed	-$298K	–	1284
2025 Q2	$298K	Buy	13,084 +2,135	+19%	+$47.6K	0.01%	948
2025 Q1	$246K	Buy	+10,949	New	+$243K	﹤0.01%	964
2024 Q4	–	Sell	-27,730	Closed	-$640K	–	1175
2024 Q3	$640K	Buy	27,730 +18,012	+185%	+$408K	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%	-$3.51K	0.01%	847
2023 Q3	$223K	Sell	10,546 -2,066	-16%	-$44.7K	0.01%	847
2023 Q2	$278K	Sell	12,612 -3,654	-22%	-$80.9K	0.01%	764
2023 Q1	$363K	Sell	16,266 -1,764	-10%	-$38.9K	0.02%	660
2022 Q4	$389K	Sell	18,030 -688	-4%	-$14.7K	0.02%	588
2022 Q3	$393K	Sell	18,718 -610	-3%	-$13.6K	0.02%	564
2022 Q2	$431K	Sell	19,328 -26	-0.1%	-$591	0.02%	570
2022 Q1	$463K	Buy	19,354 +38	+0.2%	+$939	0.02%	585
2021 Q4	$499K	Sell	19,316 -5,772	-23%	-$149K	0.02%	579
2021 Q3	$655K	Buy	25,088 +858	+4%	+$22.6K	0.03%	485
2021 Q2	$635K	Buy	24,230 +148	+0.6%	+$3.85K	0.03%	496
2021 Q1	$619K	Sell	24,082 -1,910	-7%	-$50.1K	0.04%	461
2020 Q4	$697K	Sell	25,992 -1,858	-7%	-$49.3K	0.05%	362
2020 Q3	$735K	Buy	27,850 +110	+0.4%	+$2.91K	0.07%	284
2020 Q2	$726K	Buy	27,740 +1,392	+5%	+$35.2K	0.07%	257
2020 Q1	$631K	Buy	+26,348	New	+$657K	0.09%	235