LexAurum Advisors’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
2024
Q1
Sell
-12,064
Closed -$271K 318
2023
Q4
$271K Buy
12,064
+650
+6% +$14.6K 0.07% 240
2023
Q3
$241K Buy
+11,414
New +$241K 0.07% 241