Prime Capital Investment 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-11,111
| Closed | -$250K | – | 1061 |
|
|
2025
Q1 | $250K | Buy |
+11,111
| New | +$250K | ﹤0.01% | 899 |
|
|
2024
Q1 | – | Sell |
-13,652
| Closed | -$307K | – | 1017 |
|
|
2023
Q4 | $307K | Buy |
13,652
+1,712
| +14% | +$38.5K | ﹤0.01% | 732 |
|
|
2023
Q3 | $252K | Buy |
11,940
+322
| +3% | +$6.8K | 0.01% | 629 |
|
|
2023
Q2 | $256K | Buy |
+11,618
| New | +$256K | 0.01% | 651 |
|