Stifel Financial’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 | $10.5M | Buy |
461,669
+173,697
| +60% | +$3.95M | 0.01% | 855 |
|
|
2025
Q1 | $6.47M | Sell |
287,972
-23,781
| -8% | -$534K | 0.01% | 1052 |
|
|
2024
Q4 | $6.88M | Buy |
311,753
+14,973
| +5% | +$330K | 0.01% | 1036 |
|
|
2024
Q3 | $6.85M | Buy |
296,780
+99,572
| +50% | +$2.3M | 0.01% | 1031 |
|
|
2024
Q2 | $4.35M | Sell |
197,208
-6,686
| -3% | -$147K | ﹤0.01% | 1228 |
|
|
2024
Q1 | $4.54M | Buy |
203,894
+134,952
| +196% | +$3M | 0.01% | 1202 |
|
|
2023
Q4 | $1.55M | Buy |
+68,942
| New | +$1.55M | ﹤0.01% | 1847 |
|