Northwestern Mutual Wealth Management’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 | $503K | Buy |
22,098
+619
| +3% | +$14.1K | ﹤0.01% | 1381 |
|
|
2025
Q1 | $482K | Buy |
21,479
+12,847
| +149% | +$289K | ﹤0.01% | 1342 |
|
|
2024
Q4 | $190K | Sell |
8,632
-2,100
| -20% | -$46.3K | ﹤0.01% | 1678 |
|
|
2024
Q3 | $248K | Sell |
10,732
-2,046
| -16% | -$47.2K | ﹤0.01% | 1553 |
|
|
2024
Q2 | $282K | Buy |
12,778
+4,656
| +57% | +$103K | ﹤0.01% | 1457 |
|
|
2024
Q1 | $181K | Sell |
8,122
-414
| -5% | -$9.21K | ﹤0.01% | 1587 |
|
|
2023
Q4 | $192K | Sell |
8,536
-3,724
| -30% | -$83.7K | ﹤0.01% | 1524 |
|
|
2023
Q3 | $259K | Buy |
12,260
+8,548
| +230% | +$180K | ﹤0.01% | 1374 |
|
|
2023
Q2 | $81.8K | Buy |
+3,712
| New | +$81.8K | ﹤0.01% | 1805 |
|
|
2022
Q1 | – | Sell |
-8
| Closed | – | – | 3363 |
|
|
2021
Q4 | $0 | Buy |
+8
| New | – | ﹤0.01% | 3305 |
|
|
2020
Q4 | – | Sell |
-350
| Closed | -$9K | – | 2854 |
|
|
2020
Q3 | $9K | Buy |
+350
| New | +$9K | ﹤0.01% | 2025 |
|