SFS
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Sowell Financial Services’s Schwab 5-10 Year Corporate Bond ETF SCHI Stock Holding History

Sowell Financial Services’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
2026
Q1 		$205K Sell
9,033
-70
-0.8% -$1.61K 0.01% 1043
2025
Q4 		$209K Sell
9,103
-11
-0.1% -$254 0.01% 1015
2025
Q3 		$210K Buy
9,114
+6
+0.1% +$137 0.01% 984
2025
Q2 		$207K Sell
9,108
-784
-8% -$17.5K 0.01% 953
2025
Q1 		$222K Sell
9,892
-531
-5% -$11.8K 0.01% 890
2024
Q4 		$230K Buy
+10,423
New +$234K 0.01% 497
2021
Q2 		– Sell
-3,250
Closed -$84K – 2312
2021
Q1 		$84K Buy
3,250
+1,396
+75% +$36.7K ﹤0.01% 1444
2020
Q4 		$50K Buy
+1,854
New +$49.2K ﹤0.01% 1404

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