TD Private Client Wealth’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
$8.51K Sell
374
-22
-6% -$501 ﹤0.01% 1067
2025
Q1
$8.89K Buy
396
+96
+32% +$2.16K ﹤0.01% 1025
2024
Q4
$6.62K Sell
300
-14
-4% -$309 ﹤0.01% 1089
2024
Q3
$7.25K Hold
314
﹤0.01% 1087
2024
Q2
$6.92K Sell
314
-6
-2% -$132 ﹤0.01% 1072
2024
Q1
$7.12K Buy
+320
New +$7.12K ﹤0.01% 1073