Signet Financial Management’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 | $234K | Sell |
10,281
-116,052
| -92% | -$2.64M | 0.03% | 269 |
|
2025
Q1 | $2.84M | Sell |
126,333
-14,146
| -10% | -$318K | 0.38% | 88 |
|
2024
Q4 | $3.1M | Buy |
140,479
+2,219
| +2% | +$49K | 0.4% | 84 |
|
2024
Q3 | $3.19M | Sell |
138,260
-1,772
| -1% | -$40.9K | 0.41% | 81 |
|
2024
Q2 | $3.09M | Buy |
140,032
+5,794
| +4% | +$128K | 0.42% | 81 |
|
2024
Q1 | $2.99M | Buy |
134,238
+5,676
| +4% | +$126K | 0.41% | 81 |
|
2023
Q4 | $2.89M | Buy |
128,562
+11,380
| +10% | +$256K | 0.43% | 77 |
|
2023
Q3 | $2.47M | Buy |
+117,182
| New | +$2.47M | 0.41% | 84 |
|