Patten & Patten’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
2025
Q2
$306K Hold
2025
Q1
$302K Buy
2024
Q4
$258K Hold
2024
Q3
$270K Sell
2024
Q2
$260K Hold
2024
Q1
$262K Buy