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
2026 Q1	$4.81M	Buy	212,078 +34,427	+19%	+$790K	0.1%	197
2025 Q4	$4.08M	Sell	177,651 -8,809	-5%	-$203K	0.09%	222
2025 Q3	$4.33M	Buy	186,460 +20,572	+12%	+$470K	0.1%	209
2025 Q2	$3.76M	Buy	165,888 +13,744	+9%	+$307K	0.09%	209
2025 Q1	$3.41M	Buy	152,144 +27,931	+22%	+$621K	0.1%	199
2024 Q4	$2.74M	Sell	124,213 -118,107	-49%	-$2.65M	0.08%	219
2024 Q3	$2.73M	Buy	242,320 +148,480	+158%	+$3.37M	0.08%	226
2024 Q2	$2.1M	Buy	93,840 +10,542	+13%	+$231K	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	+$407K	0.01%	702
2022 Q1	–	Sell	-16,346	Closed	-$422K	–	927
2021 Q4	$422K	Sell	16,346 -10,166	-38%	-$263K	0.02%	628
2021 Q3	$692K	Sell	26,512 -13,726	-34%	-$362K	0.04%	449
2021 Q2	$1.06M	Sell	40,238 -6,638	-14%	-$173K	0.06%	345
2021 Q1	$1.2M	Buy	+46,876	New	+$1.23M	0.08%	290