OneDigital Investment 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
2023 Q3	–	Sell	-14,692	Closed	-$324K	–	1034
2023 Q2	$324K	Sell	14,692 -390	-3%	-$8.59K	0.01%	797
2023 Q1	$337K	Buy	15,082 +64	+0.4%	+$1.43K	0.01%	736
2022 Q4	$324K	Buy	+15,018	New	+$324K	0.01%	648