Spectrum Planning & Advisory 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | $391K | Buy |
17,400
+7,416
| +74% | +$167K | 0.55% | 31 |
|
|
2023
Q3 | $211K | Buy |
+9,984
| New | +$211K | 0.33% | 38 |
|
|
2022
Q4 | – | Sell |
-11,042
| Closed | -$232K | – | 50 |
|
|
2022
Q3 | $232K | Buy |
+11,042
| New | +$232K | 0.23% | 47 |
|
|
2021
Q2 | – | Sell |
-112,620
| Closed | -$2.89M | – | 49 |
|
|
2021
Q1 | $2.89M | Buy |
+112,620
| New | +$2.89M | 2.97% | 13 |
|