Patten & Patten’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
Q2 | $306K | Hold |
13,443
| – | – | 0.02% | 267 |
|
|
2025
Q1 | $302K | Buy |
13,443
+1,735
| +15% | +$39K | 0.02% | 267 |
|
|
2024
Q4 | $258K | Hold |
11,708
| – | – | 0.02% | 278 |
|
|
2024
Q3 | $270K | Sell |
11,708
-74
| -0.6% | -$1.71K | 0.02% | 271 |
|
|
2024
Q2 | $260K | Hold |
11,782
| – | – | 0.02% | 268 |
|
|
2024
Q1 | $262K | Buy |
+11,782
| New | +$262K | 0.02% | 269 |
|