MML Investors Services’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 | $299K | Buy |
13,127
+2,316
| +21% | +$52.8K | ﹤0.01% | 2431 |
|
|
2025
Q1 | $243K | Sell |
10,811
-635
| -6% | -$14.3K | ﹤0.01% | 2425 |
|
|
2024
Q4 | $253K | Buy |
+11,446
| New | +$253K | ﹤0.01% | 2366 |
|
|
2024
Q2 | – | Sell |
-11,608
| Closed | -$258K | – | 2558 |
|
|
2024
Q1 | $258K | Buy |
+11,608
| New | +$258K | ﹤0.01% | 2209 |
|
|
2023
Q4 | – | Sell |
-94,362
| Closed | -$1.99M | – | 2501 |
|
|
2023
Q3 | $1.99M | Buy |
94,362
+28,342
| +43% | +$598K | 0.01% | 907 |
|
|
2023
Q2 | $1.45M | Buy |
+66,020
| New | +$1.45M | 0.01% | 1044 |
|
|
2021
Q4 | – | Sell |
-7,948
| Closed | -$207K | – | 2062 |
|
|
2021
Q3 | $207K | Sell |
7,948
-4,804
| -38% | -$125K | ﹤0.01% | 1847 |
|
|
2021
Q2 | $335K | Sell |
12,752
-53,824
| -81% | -$1.41M | ﹤0.01% | 1545 |
|
|
2021
Q1 | $1.71M | Buy |
+66,576
| New | +$1.71M | 0.02% | 707 |
|