NewEdge 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 | $229K | Buy |
10,040
+4,104
| +69% | +$93.4K | ﹤0.01% | 2155 |
|
|
2025
Q1 | $133K | Sell |
5,936
-32
| -0.5% | -$719 | ﹤0.01% | 2204 |
|
|
2024
Q4 | $132K | Buy |
5,968
+876
| +17% | +$19.3K | ﹤0.01% | 2195 |
|
|
2024
Q3 | $118K | Sell |
5,092
-16
| -0.3% | -$369 | ﹤0.01% | 2143 |
|
|
2024
Q2 | $113K | Buy |
+5,108
| New | +$113K | ﹤0.01% | 2087 |
|
|
2023
Q4 | – | Sell |
-120
| Closed | -$2.53K | – | 3875 |
|
|
2023
Q3 | $2.53K | Buy |
+120
| New | +$2.53K | ﹤0.01% | 3000 |
|
|
2023
Q1 | – | Sell |
-592
| Closed | -$12.8K | – | 4024 |
|
|
2022
Q4 | $12.8K | Buy |
+592
| New | +$12.8K | ﹤0.01% | 2290 |
|