TRUADVICE’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 | $225K | Buy |
10,686
+962
| +10% | +$20.3K | 0.09% | 213 |
|
|
2023
Q2 | $211K | Buy |
+9,724
| New | +$211K | 0.08% | 246 |
|
|
2021
Q2 | – | Sell |
-39,366
| Closed | -$1.02M | – | 323 |
|
|
2021
Q1 | $1.02M | Sell |
39,366
-96,278
| -71% | -$2.49M | 0.3% | 76 |
|
|
2020
Q4 | $3.61M | Buy |
+135,644
| New | +$3.61M | 1.1% | 22 |
|