Larson Financial Group’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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $46K | Sell |
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2025
Q4 | $78.5K | Sell |
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2025
Q3 | $127K | Sell |
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2025
Q2 | $475K | Buy |
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|
2025
Q1 | $227K | Sell |
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|
2024
Q4 | $266K | Buy |
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2024
Q3 | $141K | Buy |
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|
2024
Q2 | $64.4K | Buy |
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|
2024
Q1 | $4.49K | Buy |
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|
2023
Q4 | – | Sell |
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|
2023
Q3 | $30.3K | Buy |
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