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My Legacy Advisors’s Schwab 5-10 Year Corporate Bond ETF SCHI Stock Holding History

My Legacy Advisors’s Portfolio SCHI Stock Details SCHI Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-7,244
Closed -$322K – 216
2024
Q1 		$322K Sell
7,244
-13,778
-66% -$613K 0.11% 185
2023
Q4 		$942K Buy
21,022
+1,665
+9% +$74.6K 0.34% 88
2023
Q3 		$793K Buy
+19,357
New +$793K 0.32% 94