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

Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$349K Buy
15,435
+22
+0.1% +$497 0.13% 74
2025
Q1
$337K Sell
15,413
-168
-1% -$3.67K 0.15% 66
2024
Q4
$340K Buy
15,581
+23
+0.1% +$502 0.14% 70
2024
Q3
$354K Buy
+15,558
New +$354K 0.15% 74