Stratos Wealth Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-38,344
| Closed | -$809K | – | 725 |
|
|
2023
Q3 | $809K | Sell |
38,344
-2,332
| -6% | -$49.2K | 0.05% | 349 |
|
|
2023
Q2 | $896K | Buy |
+40,676
| New | +$896K | 0.06% | 328 |
|
|
2021
Q3 | – | Sell |
-42,716
| Closed | -$1.12M | – | 562 |
|
|
2021
Q2 | $1.12M | Sell |
42,716
-80,590
| -65% | -$2.12M | 0.1% | 225 |
|
|
2021
Q1 | $3.17M | Buy |
+123,306
| New | +$3.17M | 0.34% | 83 |
|