Morgan Stanley’s Schwab 5-10 Year Corporate Bond ETF SCHI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $2.91M | Sell |
128,380
-6,646
| -5% | -$152K | ﹤0.01% | 4490 |
|
|
2025
Q4 | $3.1M | Buy |
135,026
+88,209
| +188% | +$2.03M | ﹤0.01% | 4516 |
|
|
2025
Q3 | $1.08M | Buy |
46,817
+9,646
| +26% | +$220K | ﹤0.01% | 5136 |
|
|
2025
Q2 | $846K | Sell |
37,171
-3,518
| -9% | -$78.5K | ﹤0.01% | 5192 |
|
|
2025
Q1 | $914K | Sell |
40,689
-407
| -1% | -$9.05K | ﹤0.01% | 5042 |
|
|
2024
Q4 | $907K | Buy |
41,096
+4,356
| +12% | +$97.9K | ﹤0.01% | 5144 |
|
|
2024
Q3 | $848K | Buy |
36,740
+21,938
| +148% | +$497K | ﹤0.01% | 5136 |
|
|
2024
Q2 | $326K | Buy |
14,802
+9,782
| +195% | +$214K | ﹤0.01% | 5475 |
|
|
2024
Q1 | $112K | Sell |
5,020
-55,920
| -92% | -$1.24M | ﹤0.01% | 5942 |
|
|
2023
Q4 | $1.37M | Buy |
60,940
+36,734
| +152% | +$787K | ﹤0.01% | 5150 |
|
|
2023
Q3 | $511K | Buy |
24,206
+2,806
| +13% | +$60.7K | ﹤0.01% | 5161 |
|
|
2023
Q2 | $471K | Buy |
21,400
+21,330
| +30,471% | +$472K | ﹤0.01% | 5245 |
|
|
2023
Q1 | $1.56K | Sell |
70
-27,254
| -100% | -$601K | ﹤0.01% | 7282 |
|
|
2022
Q4 | $589K | Buy |
27,324
+19,604
| +254% | +$419K | ﹤0.01% | 5158 |
|
|
2022
Q3 | $162K | Buy |
7,720
+3,830
| +98% | +$85.4K | ﹤0.01% | 5828 |
|
|
2022
Q2 | $87K | Buy |
3,890
+1,268
| +48% | +$28.8K | ﹤0.01% | 6350 |
|
|
2022
Q1 | $63K | Hold |
2,622
| – | – | ﹤0.01% | 6591 |
|
|
2021
Q4 | $68K | Hold |
2,622
| – | – | ﹤0.01% | 6656 |
|
|
2021
Q3 | $68K | Hold |
2,622
| – | – | ﹤0.01% | 6577 |
|
|
2021
Q2 | $69K | Buy |
2,622
+1,272
| +94% | +$33.1K | ﹤0.01% | 6522 |
|
|
2021
Q1 | $35K | Hold |
1,350
| – | – | ﹤0.01% | 6517 |
|
|
2020
Q4 | $36K | Sell |
1,350
-142
| -10% | -$3.77K | ﹤0.01% | 6260 |
|
|
2020
Q3 | $39K | Buy |
1,492
+142
| +11% | +$3.76K | ﹤0.01% | 5813 |
|
|
2020
Q2 | $35K | Hold |
1,350
| – | – | ﹤0.01% | 5810 |
|
|
2020
Q1 | $32K | Buy |
+1,350
| New | +$33.7K | ﹤0.01% | 5641 |
|
Other funds holding SCHI
RIG
BFG
PC
LAM
