Marmo 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
2024 Q3	–	Sell	-277,446	Closed	-$6.12M	–	30
2024 Q2	$6.12M	Sell	277,446 -3,046	-1%	-$67.2K	3.7%	9
2024 Q1	$6.24M	Buy	+280,492	New	+$6.24M	3.8%	8