Larson Financial Group’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 | $475K | Buy |
20,866
+10,776
| +107% | +$245K | 0.02% | 443 |
|
|
2025
Q1 | $227K | Sell |
10,090
-1,950
| -16% | -$43.8K | 0.01% | 603 |
|
|
2024
Q4 | $266K | Buy |
12,040
+5,920
| +97% | +$131K | 0.01% | 498 |
|
|
2024
Q3 | $141K | Buy |
6,120
+3,198
| +109% | +$73.8K | 0.01% | 649 |
|
|
2024
Q2 | $64.4K | Buy |
2,922
+2,720
| +1,347% | +$60K | ﹤0.01% | 747 |
|
|
2024
Q1 | $4.49K | Buy |
+202
| New | +$4.49K | ﹤0.01% | 1214 |
|
|
2023
Q4 | – | Sell |
-1,434
| Closed | -$30.3K | – | 1891 |
|
|
2023
Q3 | $30.3K | Buy |
+1,434
| New | +$30.3K | ﹤0.01% | 726 |
|