One Wealth Advisors’s Schwab 5-10 Year Corporate Bond ETF SCHI Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q2
Sell
2024
Q1
$897K Sell
2023
Q4
$3.17M Buy
2023
Q3
$2.79M Buy
2022
Q4
Sell
2022
Q3
$448K Buy
2021
Q2
Sell
2021
Q1
$2.15M Buy