Principal Securities’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 | $101K | Sell |
4,417
-2,823
| -39% | -$64.3K | ﹤0.01% | 1540 |
|
|
2025
Q1 | $160K | Hold |
7,240
| – | – | ﹤0.01% | 1227 |
|
|
2024
Q4 | $160K | Buy |
7,240
+2,804
| +63% | +$61.9K | ﹤0.01% | 1225 |
|
|
2024
Q3 | $102K | Buy |
4,436
+2,912
| +191% | +$67.2K | ﹤0.01% | 1387 |
|
|
2024
Q2 | $33.6K | Hold |
1,524
| – | – | ﹤0.01% | 1808 |
|
|
2024
Q1 | $33.9K | Buy |
1,524
+772
| +103% | +$17.2K | ﹤0.01% | 1737 |
|
|
2023
Q4 | $16.9K | Buy |
+752
| New | +$16.9K | ﹤0.01% | 2014 |
|