Midwest Heritage Bank’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-10,352
| Closed | -$223K | – | 58 |
|
|
2022
Q4 | $223K | Sell |
10,352
-306
| -3% | -$6.59K | 0.22% | 56 |
|
|
2022
Q3 | $224K | Sell |
10,658
-270
| -2% | -$5.68K | 0.23% | 54 |
|
|
2022
Q2 | $244K | Sell |
10,928
-382
| -3% | -$8.53K | 0.22% | 57 |
|
|
2022
Q1 | $271K | Sell |
11,310
-21,628
| -66% | -$518K | 0.21% | 51 |
|
|
2021
Q4 | $851K | Buy |
+32,938
| New | +$851K | 0.83% | 26 |
|