Semmax Financial Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.13M | Buy |
181,557
+4,492
| +3% | +$102K | 1.06% | 38 |
|
|
2025
Q1 | $3.93M | Buy |
177,065
+7,356
| +4% | +$163K | 1.06% | 38 |
|
|
2024
Q4 | $3.76M | Sell |
169,709
-403,057
| -70% | -$8.94M | 1% | 40 |
|
|
2024
Q3 | $6.38M | Buy |
572,766
+302,046
| +112% | +$3.36M | 1.75% | 11 |
|
|
2024
Q2 | $6.15M | Buy |
270,720
+27,452
| +11% | +$624K | 1.85% | 8 |
|
|
2024
Q1 | $5.32M | Buy |
243,268
+37,288
| +18% | +$815K | 1.75% | 11 |
|
|
2023
Q4 | $4.52M | Buy |
205,980
+205,354
| +32,804% | +$4.5M | 1.65% | 13 |
|
|
2023
Q3 | $13.2K | Buy |
+626
| New | +$13.2K | 0.01% | 182 |
|