Mitchell Sinkler & Starr’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 | $268K | Buy |
11,765
+2,475
| +27% | +$56.3K | 0.13% | 130 |
|
|
2025
Q1 | $209K | Sell |
9,290
-1,800
| -16% | -$40.4K | 0.06% | 147 |
|
|
2024
Q4 | $245K | Hold |
11,090
| – | – | 0.07% | 148 |
|
|
2024
Q3 | $256K | Buy |
11,090
+1,600
| +17% | +$36.9K | 0.06% | 146 |
|
|
2024
Q2 | $212K | Buy |
9,490
+1,800
| +23% | +$40.2K | 0.05% | 147 |
|
|
2024
Q1 | $171K | Buy |
+7,690
| New | +$171K | 0.04% | 157 |
|