Transform 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
Q1 | $751K | Sell |
33,420
-27,423
| -45% | -$616K | 0.05% | 150 |
|
|
2024
Q4 | $1.34M | Sell |
60,843
-2,559
| -4% | -$56.5K | 0.07% | 132 |
|
|
2024
Q3 | $1.46M | Sell |
63,402
-2,858
| -4% | -$66K | 0.1% | 110 |
|
|
2024
Q2 | $1.46M | Buy |
66,260
+4,610
| +7% | +$102K | 0.11% | 109 |
|
|
2024
Q1 | $1.37M | Buy |
61,650
+2,684
| +5% | +$59.7K | 0.13% | 113 |
|
|
2023
Q4 | $1.32M | Buy |
58,966
+7,894
| +15% | +$177K | 0.13% | 120 |
|
|
2023
Q3 | $1.08M | Buy |
51,072
+332
| +0.7% | +$7.01K | 0.11% | 128 |
|
|
2023
Q2 | $1.12M | Buy |
+50,740
| New | +$1.12M | 0.1% | 130 |
|