Tilia Fiduciary Partners’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
2023
Q3
Sell
-232
Closed -$5.11K 411
2023
Q2
$5.11K Hold
232
﹤0.01% 429
2023
Q1
$5.18K Hold
232
﹤0.01% 420
2022
Q4
$5K Buy
+232
New +$5K ﹤0.01% 409