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
Q2 | $298K | Buy |
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|
2025
Q1 | $246K | Buy |
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|
2024
Q4 | – | Sell |
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|
2024
Q3 | $640K | Buy |
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|
2024
Q2 | $214K | Sell |
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|
2024
Q1 | $231K | Hold |
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|
2023
Q4 | $233K | Sell |
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|
2023
Q3 | $223K | Sell |
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|
2023
Q2 | $278K | Sell |
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|
2023
Q1 | $363K | Sell |
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|
2022
Q4 | $389K | Sell |
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|
2022
Q3 | $393K | Sell |
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|
2022
Q2 | $431K | Sell |
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|
2022
Q1 | $463K | Buy |
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|
2021
Q4 | $499K | Sell |
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|
2021
Q3 | $655K | Buy |
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|
2021
Q2 | $635K | Buy |
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|
2021
Q1 | $619K | Sell |
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|
2020
Q4 | $697K | Sell |
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|
2020
Q3 | $735K | Buy |
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|
2020
Q2 | $726K | Buy |
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|
2020
Q1 | $631K | Buy |
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