Retirement Group’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
Q1 | $10.2K | Sell |
460
-180
| -28% | -$4K | ﹤0.01% | 471 |
|
|
2023
Q4 | $14.4K | Hold |
640
| – | – | 0.01% | 397 |
|
|
2023
Q3 | $13.5K | Hold |
640
| – | – | 0.01% | 374 |
|
|
2023
Q2 | $14.1K | Hold |
640
| – | – | 0.01% | 370 |
|
|
2023
Q1 | $14K | Hold |
640
| – | – | 0.01% | 354 |
|
|
2022
Q4 | $14K | Buy |
640
+180
| +39% | +$3.94K | 0.01% | 321 |
|
|
2022
Q3 | $10K | Sell |
460
-80
| -15% | -$1.74K | 0.01% | 252 |
|
|
2022
Q2 | $12K | Hold |
540
| – | – | 0.01% | 415 |
|
|
2022
Q1 | $13K | Buy |
540
+460
| +575% | +$11.1K | 0.01% | 418 |
|
|
2021
Q4 | $2K | Buy |
+80
| New | +$2K | ﹤0.01% | 618 |
|