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