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Theory Financial’s Schwab 5-10 Year Corporate Bond ETF SCHI Stock Holding History

Theory Financial’s Portfolio SCHI Stock Details SCHI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-10,672
Closed -$240K – 82
2023
Q4 		$240K Buy
+10,672
New +$240K 0.13% 62