Security Financial Services’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
Q4 | – | Sell |
-15,016
| Closed | -$347K | – | 174 |
|
|
2024
Q3 | $347K | Sell |
15,016
-1,808
| -11% | -$41.7K | 0.07% | 118 |
|
|
2024
Q2 | $371K | Buy |
16,824
+2,592
| +18% | +$57.2K | 0.08% | 113 |
|
|
2024
Q1 | $317K | Sell |
14,232
-42,792
| -75% | -$952K | 0.07% | 138 |
|
|
2023
Q4 | $1.28M | Buy |
57,024
+4,614
| +9% | +$104K | 0.31% | 53 |
|
|
2023
Q3 | $1.11M | Buy |
+52,410
| New | +$1.11M | 0.31% | 57 |
|