PFA
Pinnacle Family Advisors’s Schwab 5-10 Year Corporate Bond ETF SCHI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.11M | Buy |
48,911
+803
| +2% | +$18.3K | 0.54% | 41 |
|
|
2025
Q1 | $1.08M | Buy |
48,108
+2,957
| +7% | +$66.4K | 0.59% | 41 |
|
|
2024
Q4 | $996K | Buy |
45,151
+26,648
| +144% | +$588K | 0.48% | 42 |
|
|
2024
Q3 | $854K | Buy |
18,503
+2,355
| +15% | +$109K | 0.44% | 49 |
|
|
2024
Q2 | $712K | Buy |
+16,148
| New | +$712K | 0.39% | 45 |
|
|
2021
Q2 | – | Sell |
-7,806
| Closed | -$401K | – | 145 |
|
|
2021
Q1 | $401K | Buy |
+7,806
| New | +$401K | 0.21% | 73 |
|