SWM
SCHI icon

Sculati Wealth Management’s Schwab 5-10 Year Corporate Bond ETF SCHI Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$1.14M Sell
50,258
-33,558
-40% -$764K 0.43% 66
2025
Q1
$1.88M Buy
83,816
+61,611
+277% +$1.38M 0.76% 38
2024
Q4
$490K Buy
+22,205
New +$490K 0.19% 77