Spire Wealth 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 | $17.8K | Sell |
782
-247
| -24% | -$5.62K | ﹤0.01% | 1551 |
|
|
2025
Q1 | $23.1K | Buy |
1,029
+9
| +0.9% | +$202 | ﹤0.01% | 1560 |
|
|
2024
Q4 | $22.5K | Buy |
1,020
+562
| +123% | +$12.4K | ﹤0.01% | 1588 |
|
|
2024
Q3 | $10.6K | Sell |
458
-522
| -53% | -$12K | ﹤0.01% | 1610 |
|
|
2024
Q2 | $21.6K | Sell |
980
-5,748
| -85% | -$127K | ﹤0.01% | 1418 |
|
|
2024
Q1 | $150K | Buy |
6,728
+5,536
| +464% | +$123K | ﹤0.01% | 873 |
|
|
2023
Q4 | $26.5K | Buy |
1,192
+76
| +7% | +$1.69K | ﹤0.01% | 1433 |
|
|
2023
Q3 | $23.5K | Buy |
+1,116
| New | +$23.5K | ﹤0.01% | 1439 |
|
|
2022
Q4 | – | Sell |
-144
| Closed | -$3K | – | 2389 |
|
|
2022
Q3 | $3K | Buy |
+144
| New | +$3K | ﹤0.01% | 1887 |
|