Tradition Wealth Management’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 | $327K | Sell |
14,372
-488
| -3% | -$11.1K | 0.03% | 332 |
|
|
2025
Q1 | $334K | Hold |
14,860
| – | – | 0.03% | 317 |
|
|
2024
Q4 | $328K | Sell |
14,860
-308
| -2% | -$6.8K | 0.03% | 309 |
|
|
2024
Q3 | $350K | Hold |
15,168
| – | – | 0.03% | 298 |
|
|
2024
Q2 | $334K | Buy |
15,168
+114
| +0.8% | +$2.51K | 0.03% | 295 |
|
|
2024
Q1 | $335K | Buy |
15,054
+14,506
| +2,647% | +$323K | 0.03% | 289 |
|
|
2023
Q4 | $12K | Buy |
548
+268
| +96% | +$5.87K | ﹤0.01% | 967 |
|
|
2023
Q3 | $6K | Buy |
+280
| New | +$6K | ﹤0.01% | 1140 |
|