VAS
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Valicenti Advisory Services’s Schwab 5-10 Year Corporate Bond ETF SCHI Stock Holding History

Valicenti Advisory Services’s Portfolio SCHI Stock Details SCHI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-118,270
Closed -$2.6M – 80
2023
Q2 		$2.6M Buy
+118,270
New +$2.62M 0.83% 38

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CWM
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WFA
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