United Capital Financial Advisors’s Schwab 5-10 Year Corporate Bond ETF SCHI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
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|
2022
Q2 | $232K | Sell |
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2022
Q1 | $459K | Sell |
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|
2021
Q4 | $710K | Sell |
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|
2021
Q3 | $957K | Sell |
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|
2021
Q2 | $1.09M | Buy |
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|
2021
Q1 | $1.01M | Buy |
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|
2020
Q4 | $1.04M | Sell |
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|
2020
Q3 | $1.09M | Buy |
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|
2020
Q2 | $840K | Buy |
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|
2020
Q1 | $755K | Buy |
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|
2019
Q4 | $240K | Buy |
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