Sutton Place Investors’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
2024
Q1
Sell
-13,914
Closed -$313K 154
2023
Q4
$313K Buy
13,914
+1,696
+14% +$38.1K 0.23% 102
2023
Q3
$258K Buy
+12,218
New +$258K 0.34% 61