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Maripau Wealth Management’s Schwab 5-10 Year Corporate Bond ETF SCHI Stock Holding History

Maripau Wealth Management’s Portfolio SCHI Stock Details SCHI Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-8,107
Closed -$364K – 146
2023
Q4 		$364K Buy
8,107
+132
+2% +$5.93K 0.32% 66
2023
Q3 		$337K Buy
+7,975
New +$337K 0.31% 67