Spire Wealth Management’s Schwab 5-10 Year Corporate Bond ETF SCHI Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$18.3K Buy
2025
Q2
$17.8K Sell
2025
Q1
$23.1K Buy
2024
Q4
$22.5K Buy
2024
Q3
$10.6K Sell
2024
Q2
$21.6K Sell
2024
Q1
$150K Buy
2023
Q4
$26.5K Buy
2023
Q3
$23.5K Buy
2022
Q4
Sell
2022
Q3
$3K Buy