Sequoia 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 | $358K | Sell |
15,740
-5,730
| -27% | -$130K | ﹤0.01% | 1154 |
|
|
2025
Q1 | $482K | Buy |
21,470
+4,210
| +24% | +$94.6K | ﹤0.01% | 857 |
|
|
2024
Q4 | $381K | Sell |
17,260
-3,096
| -15% | -$68.3K | ﹤0.01% | 909 |
|
|
2024
Q3 | $470K | Buy |
20,356
+1,150
| +6% | +$26.5K | 0.01% | 773 |
|
|
2024
Q2 | $423K | Buy |
19,206
+3,376
| +21% | +$74.4K | 0.01% | 758 |
|
|
2024
Q1 | $352K | Sell |
15,830
-2,088
| -12% | -$46.4K | ﹤0.01% | 796 |
|
|
2023
Q4 | $403K | Sell |
17,918
-9,226
| -34% | -$207K | 0.01% | 809 |
|
|
2023
Q3 | $573K | Buy |
+27,144
| New | +$573K | 0.01% | 475 |
|