Mutual Advisors’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 | $3.76M | Buy |
165,888
+13,744
| +9% | +$312K | 0.09% | 209 |
|
|
2025
Q1 | $3.41M | Buy |
152,144
+27,931
| +22% | +$625K | 0.1% | 199 |
|
|
2024
Q4 | $2.74M | Sell |
124,213
-118,107
| -49% | -$2.61M | 0.08% | 219 |
|
|
2024
Q3 | $2.73M | Buy |
242,320
+148,480
| +158% | +$1.67M | 0.08% | 226 |
|
|
2024
Q2 | $2.1M | Buy |
93,840
+10,542
| +13% | +$236K | 0.06% | 269 |
|
|
2024
Q1 | $1.85M | Buy |
83,298
+64,292
| +338% | +$1.43M | 0.06% | 294 |
|
|
2023
Q4 | $427K | Buy |
+19,006
| New | +$427K | 0.01% | 701 |
|
|
2022
Q1 | – | Sell |
-16,346
| Closed | -$422K | – | 926 |
|
|
2021
Q4 | $422K | Sell |
16,346
-10,166
| -38% | -$262K | 0.02% | 627 |
|
|
2021
Q3 | $692K | Sell |
26,512
-13,726
| -34% | -$358K | 0.04% | 448 |
|
|
2021
Q2 | $1.06M | Sell |
40,238
-6,638
| -14% | -$174K | 0.06% | 344 |
|
|
2021
Q1 | $1.2M | Buy |
+46,876
| New | +$1.2M | 0.08% | 289 |
|