Plante Moran Financial Advisors’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 Q3	–	Hold	0	–	–	–	927
2024 Q2	–	Sell	-3,214	Closed	-$71.5K	–	877
2024 Q1	$71.5K	Buy	3,214 +1,674	+109%	+$37.2K	0.01%	290
2023 Q4	$34.6K	Buy	+1,540	New	+$34.6K	﹤0.01%	372