Steward Partners Investment Advisory’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	$46	Sell	2 -10,091	-100%	-$232K	﹤0.01%	4064
2025 Q1	$227K	Buy	+10,093	New	+$227K	﹤0.01%	1585
2023 Q2	–	Sell	-792	Closed	-$17.7K	–	3379
2023 Q1	$17.7K	Buy	792 +190	+32%	+$4.24K	﹤0.01%	2296
2022 Q4	$13K	Buy	+602	New	+$13K	﹤0.01%	2449