Orion Portfolio Solutions’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
Q1 | $873K | Buy |
38,850
+4,927
| +15% | +$111K | 0.01% | 1157 |
|
|
2024
Q4 | $749K | Sell |
33,923
-6,285
| -16% | -$139K | 0.01% | 1196 |
|
|
2024
Q3 | $928K | Buy |
40,208
+5,506
| +16% | +$127K | 0.01% | 1080 |
|
|
2024
Q2 | $765K | Buy |
34,702
+4,782
| +16% | +$105K | 0.01% | 1101 |
|
|
2024
Q1 | $666K | Buy |
29,920
+600
| +2% | +$13.3K | 0.01% | 1160 |
|
|
2023
Q4 | $653K | Buy |
+29,320
| New | +$653K | 0.01% | 1108 |
|