United Capital Financial Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-10,406
| Closed | -$232K | – | 1144 |
|
|
2022
Q2 | $232K | Sell |
10,406
-8,786
| -46% | -$196K | ﹤0.01% | 1013 |
|
|
2022
Q1 | $459K | Sell |
19,192
-8,302
| -30% | -$199K | ﹤0.01% | 854 |
|
|
2021
Q4 | $710K | Sell |
27,494
-9,188
| -25% | -$237K | ﹤0.01% | 769 |
|
|
2021
Q3 | $957K | Sell |
36,682
-4,696
| -11% | -$123K | ﹤0.01% | 686 |
|
|
2021
Q2 | $1.09M | Buy |
41,378
+1,956
| +5% | +$51.4K | 0.01% | 668 |
|
|
2021
Q1 | $1.01M | Buy |
39,422
+600
| +2% | +$15.4K | 0.01% | 664 |
|
|
2020
Q4 | $1.04M | Sell |
38,822
-2,350
| -6% | -$63K | 0.01% | 662 |
|
|
2020
Q3 | $1.09M | Buy |
41,172
+9,052
| +28% | +$239K | 0.01% | 637 |
|
|
2020
Q2 | $840K | Buy |
32,120
+600
| +2% | +$15.7K | 0.01% | 712 |
|
|
2020
Q1 | $755K | Buy |
31,520
+21,920
| +228% | +$525K | 0.01% | 694 |
|
|
2019
Q4 | $240K | Buy |
+9,600
| New | +$240K | ﹤0.01% | 1216 |
|