Morton Brown Family Wealth’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	$228K	Buy	10,016 +125	+1%	+$2.85K	0.07%	55
2025 Q1	$222K	Sell	9,891 -5,745	-37%	-$129K	0.08%	53
2024 Q4	$345K	Buy	+15,636	New	+$345K	0.12%	43