Realta 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
2023
Q3
Sell
-1,000
Closed -$22K 810
2023
Q2
$22K Buy
+1,000
New +$22K ﹤0.01% 642
2023
Q1
Sell
-4,500
Closed -$97K 743
2022
Q4
$97K Buy
4,500
+300
+7% +$6.47K 0.02% 481
2022
Q3
$88K Buy
+4,200
New +$88K 0.02% 467