Pinnacle Family Advisors’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
$1.11M Buy
2025
Q1
$1.08M Buy
2024
Q4
$996K Buy
2024
Q3
$854K Buy
2024
Q2
$712K Buy
2021
Q2
Sell
2021
Q1
$401K Buy