Raymond James Financial Services 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 | $5.41M | Buy |
234,618
+21,204
| +10% | +$489K | 0.01% | 1177 |
|
|
2024
Q2 | $4.71M | Buy |
213,414
+20,076
| +10% | +$443K | 0.01% | 1193 |
|
|
2024
Q1 | $4.3M | Buy |
193,338
+175,410
| +978% | +$3.9M | 0.01% | 1222 |
|
|
2023
Q4 | $403K | Buy |
17,928
+8,288
| +86% | +$186K | ﹤0.01% | 2543 |
|
|
2023
Q3 | $203K | Sell |
9,640
-1,596
| -14% | -$33.7K | ﹤0.01% | 2919 |
|
|
2023
Q2 | $247K | Buy |
+11,236
| New | +$247K | ﹤0.01% | 2787 |
|