Ogorek Anthony Joseph’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 | $187K | Sell |
8,250
-1,806
| -18% | -$40.9K | 0.06% | 71 |
|
|
2025
Q1 | $225K | Sell |
10,056
-7,134
| -42% | -$160K | 0.07% | 68 |
|
|
2024
Q4 | $379K | Sell |
17,190
-1,168
| -6% | -$25.8K | 0.12% | 52 |
|
|
2024
Q3 | $423K | Sell |
18,358
-570
| -3% | -$13.1K | 0.15% | 48 |
|
|
2024
Q2 | $417K | Sell |
18,928
-758,488
| -98% | -$16.7M | 0.14% | 49 |
|
|
2024
Q1 | $17.3M | Buy |
777,416
+186,702
| +32% | +$4.15M | 6.01% | 4 |
|
|
2023
Q4 | $13.3M | Buy |
590,714
+191,846
| +48% | +$4.31M | 4.82% | 5 |
|
|
2023
Q3 | $8.42M | Buy |
+398,868
| New | +$8.42M | 3.32% | 7 |
|