Transform Wealth’s Schwab 5-10 Year Corporate Bond ETF SCHI Stock Holding History

Transform Wealth’s Portfolio SCHI Stock Details SCHI Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	$751K	Sell
2024 Q4	$1.34M	Sell
2024 Q3	$1.46M	Sell
2024 Q2	$1.46M	Buy
2024 Q1	$1.37M	Buy
2023 Q4	$1.32M	Buy
2023 Q3	$1.08M	Buy
2023 Q2	$1.12M	Buy