Steward Partners Investment Advisory’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
Q2
$46 Sell
2025
Q1
$227K Buy
2023
Q2
Sell
2023
Q1
$17.7K Buy
2022
Q4
$13K Buy