MilWealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $71K | Hold |
3,118
| – | – | 0.02% | 36 |
|
|
2025
Q1 | $70K | Hold |
3,118
| – | – | 0.02% | 38 |
|
|
2024
Q4 | $68.8K | Hold |
3,118
| – | – | 0.02% | 50 |
|
|
2024
Q3 | $72K | Hold |
3,118
| – | – | 0.02% | 36 |
|
|
2024
Q2 | $68.8K | Hold |
3,118
| – | – | 0.02% | 35 |
|
|
2024
Q1 | $69.4K | Hold |
3,118
| – | – | 0.02% | 34 |
|
|
2023
Q4 | $70.1K | Sell |
3,118
-1,076
| -26% | -$24.2K | 0.02% | 33 |
|
|
2023
Q3 | $88.5K | Buy |
4,194
+1,076
| +35% | +$22.7K | 0.03% | 28 |
|
|
2023
Q2 | $68.7K | Hold |
3,118
| – | – | 0.03% | 31 |
|
|
2023
Q1 | $69.6K | Hold |
3,118
| – | – | 0.03% | 32 |
|
|
2022
Q4 | $67.2K | Buy |
+3,118
| New | +$67.2K | 0.03% | 32 |
|
|
2022
Q3 | – | Sell |
-7,936
| Closed | -$177K | – | 68 |
|
|
2022
Q2 | $177K | Sell |
7,936
-46,238
| -85% | -$1.03M | 0.08% | 29 |
|
|
2022
Q1 | $1.3M | Buy |
54,174
+51,910
| +2,293% | +$1.24M | 0.5% | 14 |
|
|
2021
Q4 | $58.5K | Buy |
+2,264
| New | +$58.5K | 0.02% | 36 |
|