Oliver Lagore Vanvalin Investment Group’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
2024
Q1
Sell
-122
Closed -$2.76K 820
2023
Q4
$2.76K Sell
122
-628
-84% -$14.2K ﹤0.01% 587
2023
Q3
$15.8K Buy
+750
New +$15.8K 0.01% 368
2022
Q4
Sell
-680
Closed -$14K 752
2022
Q3
$14K Buy
+680
New +$14K 0.01% 293