Sequoia Financial Advisors’s Schwab 5-10 Year Corporate Bond ETF SCHI Stock Holding History

Sequoia Financial Advisors’s Portfolio SCHI Stock Details SCHI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$358K	Sell
2025 Q1	$482K	Buy
2024 Q4	$381K	Sell
2024 Q3	$470K	Buy
2024 Q2	$423K	Buy
2024 Q1	$352K	Sell
2023 Q4	$403K	Sell
2023 Q3	$573K	Buy