Sowell Financial Services’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 | $207K | Sell |
9,108
-784
| -8% | -$17.8K | 0.01% | 953 |
|
|
2025
Q1 | $222K | Sell |
9,892
-531
| -5% | -$11.9K | 0.01% | 890 |
|
|
2024
Q4 | $230K | Buy |
+10,423
| New | +$230K | 0.01% | 497 |
|
|
2021
Q2 | – | Sell |
-3,250
| Closed | -$84K | – | 2313 |
|
|
2021
Q1 | $84K | Buy |
3,250
+1,396
| +75% | +$36.1K | ﹤0.01% | 1444 |
|
|
2020
Q4 | $50K | Buy |
+1,854
| New | +$50K | ﹤0.01% | 1404 |
|