Strategic Blueprint’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 | $214K | Buy |
+9,412
| New | +$214K | 0.01% | 645 |
|
|
2025
Q1 | – | Sell |
-11,573
| Closed | -$255K | – | 707 |
|
|
2024
Q4 | $255K | Sell |
11,573
-75,459
| -87% | -$1.67M | 0.02% | 562 |
|
|
2024
Q3 | $2.01M | Buy |
87,032
+846
| +1% | +$19.5K | 0.13% | 150 |
|
|
2024
Q2 | $1.9M | Buy |
86,186
+9,230
| +12% | +$204K | 0.13% | 150 |
|
|
2024
Q1 | $1.71M | Sell |
76,956
-41,904
| -35% | -$932K | 0.12% | 168 |
|
|
2023
Q4 | $2.67M | Buy |
118,860
+61,132
| +106% | +$1.37M | 0.22% | 105 |
|
|
2023
Q3 | $1.22M | Buy |
+57,728
| New | +$1.22M | 0.11% | 173 |
|
|
2021
Q4 | – | Sell |
-11,300
| Closed | -$295K | – | 486 |
|
|
2021
Q3 | $295K | Sell |
11,300
-27,282
| -71% | -$712K | 0.05% | 330 |
|
|
2021
Q2 | $1.01M | Sell |
38,582
-5,500
| -12% | -$145K | 0.16% | 129 |
|
|
2021
Q1 | $1.13M | Buy |
+44,082
| New | +$1.13M | 0.24% | 96 |
|