Mercer Global 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $574K | Sell |
25,212
-13,947
| -36% | -$317K | ﹤0.01% | 1467 |
|
|
2025
Q1 | $880K | Buy |
39,159
+8,566
| +28% | +$192K | ﹤0.01% | 1200 |
|
|
2024
Q4 | $675K | Sell |
30,593
-24,945
| -45% | -$551K | ﹤0.01% | 1286 |
|
|
2024
Q3 | $642K | Buy |
55,538
+19,234
| +53% | +$222K | ﹤0.01% | 1210 |
|
|
2024
Q2 | $801K | Buy |
36,304
+23,780
| +190% | +$524K | ﹤0.01% | 1075 |
|
|
2024
Q1 | $279K | Sell |
12,524
-11,474
| -48% | -$256K | ﹤0.01% | 1606 |
|
|
2023
Q4 | $539K | Buy |
+23,998
| New | +$539K | ﹤0.01% | 1278 |
|
|
2023
Q3 | – | Sell |
-12,280
| Closed | -$270K | – | 2046 |
|
|
2023
Q2 | $270K | Buy |
+12,280
| New | +$270K | ﹤0.01% | 1569 |
|
|
2021
Q2 | – | Sell |
-105,506
| Closed | -$2.71M | – | 1727 |
|
|
2021
Q1 | $2.71M | Buy |
+105,506
| New | +$2.71M | 0.02% | 442 |
|