One Wealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-40,330
| Closed | -$897K | – | 259 |
|
|
2024
Q1 | $897K | Sell |
40,330
-100,680
| -71% | -$2.24M | 0.16% | 81 |
|
|
2023
Q4 | $3.17M | Buy |
141,010
+8,672
| +7% | +$195K | 0.61% | 37 |
|
|
2023
Q3 | $2.79M | Buy |
+132,338
| New | +$2.79M | 0.62% | 36 |
|
|
2022
Q4 | – | Sell |
-21,336
| Closed | -$448K | – | 634 |
|
|
2022
Q3 | $448K | Buy |
+21,336
| New | +$448K | 0.15% | 84 |
|
|
2021
Q2 | – | Sell |
-83,586
| Closed | -$2.15M | – | 185 |
|
|
2021
Q1 | $2.15M | Buy |
+83,586
| New | +$2.15M | 0.82% | 19 |
|