Pinnacle Wealth Management Group’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
2024 Q2	–	Sell	-25,896	Closed	-$576K	–	112
2024 Q1	$576K	Sell	25,896 -243,482	-90%	-$5.42M	0.43%	49
2023 Q4	$6.05M	Buy	269,378 +9,164	+4%	+$206K	4.97%	3
2023 Q3	$5.49M	Buy	+260,214	New	+$5.49M	5%	3