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Legacy Wealth Management (Idaho)’s Schwab 5-10 Year Corporate Bond ETF SCHI Stock Holding History

Legacy Wealth Management (Idaho)’s Portfolio SCHI Stock Details SCHI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-20
Closed -$450 – 845
2025
Q1 		$450 Buy
+20
New +$450 ﹤0.01% 706