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

Source Financial Advisors’s Portfolio SCHI Stock Details SCHI Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		$1.41M Sell
30,466
-2,704
-8% -$125K 0.42% 32
2024
Q2 		$1.46M Sell
33,170
-1,170
-3% -$51.6K 0.45% 33
2024
Q1 		$1.53M Buy
+34,340
New +$1.53M 0.46% 32