Mutual Advisors’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
2025
Q2
$3.76M Buy
2025
Q1
$3.41M Buy
2024
Q4
$2.74M Sell
2024
Q3
$2.73M Buy
2024
Q2
$2.1M Buy
2024
Q1
$1.85M Buy
2023
Q4
$427K Buy
2022
Q1
Sell
2021
Q4
$422K Sell
2021
Q3
$692K Sell
2021
Q2
$1.06M Sell
2021
Q1
$1.2M Buy