Planning Capital Management Corporation’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	-200	Closed	-$4.45K	–	751
2024 Q1	$4.45K	Hold	200	–	–	﹤0.01%	491
2023 Q4	$4.49K	Buy	+200	New	+$4.49K	﹤0.01%	496