Schaeffer Financial’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
Q2
Sell
-23,456
Closed -$522K 18
2024
Q1
$522K Buy
23,456
+2,472
+12% +$55K 0.52% 11
2023
Q4
$472K Buy
+20,984
New +$472K 0.5% 11