Morton Brown Family Wealth’s Schwab 5-10 Year Corporate Bond ETF SCHI Stock Holding History

Morton Brown Family Wealth’s Portfolio SCHI Stock Details SCHI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$244K	Buy
2025 Q2	$228K	Buy
2025 Q1	$222K	Sell
2024 Q4	$345K	Buy