LPL Financial’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 | $8.36M | Buy |
367,337
+52,784
| +17% | +$1.2M | ﹤0.01% | 1883 |
|
|
2025
Q1 | $7.06M | Buy |
314,553
+75,466
| +32% | +$1.69M | ﹤0.01% | 1860 |
|
|
2024
Q4 | $5.28M | Buy |
239,087
+67,367
| +39% | +$1.49M | ﹤0.01% | 2038 |
|
|
2024
Q3 | $3.96M | Buy |
171,720
+44,952
| +35% | +$1.04M | ﹤0.01% | 2161 |
|
|
2024
Q2 | $2.8M | Buy |
126,768
+23,474
| +23% | +$518K | ﹤0.01% | 2309 |
|
|
2024
Q1 | $2.3M | Buy |
103,294
+74,998
| +265% | +$1.67M | ﹤0.01% | 2407 |
|
|
2023
Q4 | $636K | Buy |
28,296
+14,274
| +102% | +$321K | ﹤0.01% | 3426 |
|
|
2023
Q3 | $296K | Buy |
+14,022
| New | +$296K | ﹤0.01% | 3888 |
|
|
2022
Q1 | – | Sell |
-13,920
| Closed | -$360K | – | 4342 |
|
|
2021
Q4 | $360K | Buy |
13,920
+114
| +0.8% | +$2.95K | ﹤0.01% | 3546 |
|
|
2021
Q3 | $360K | Buy |
13,806
+50
| +0.4% | +$1.3K | ﹤0.01% | 3484 |
|
|
2021
Q2 | $362K | Buy |
13,756
+5,852
| +74% | +$154K | ﹤0.01% | 3428 |
|
|
2021
Q1 | $203K | Buy |
+7,904
| New | +$203K | ﹤0.01% | 3733 |
|