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Synergy Asset Management’s Schwab 5-10 Year Corporate Bond ETF SCHI Stock Holding History

Synergy Asset Management’s Portfolio SCHI Stock Details SCHI Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-225
Closed -$10.4K – 702
2024
Q4 		$10.4K Buy
+225
New +$10.4K ﹤0.01% 464