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Summit Financial Wealth Advisors’s Schwab 5-10 Year Corporate Bond ETF SCHI Stock Holding History

Summit Financial Wealth Advisors’s Portfolio SCHI Stock Details SCHI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-9,100
Closed -$201K – 158
2024
Q4 		$201K Buy
+9,100
New +$201K 0.04% 147