Valmark Advisers’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
Q2 | $461K | Hold |
20,256
| – | – | 0.01% | 456 |
|
|
2025
Q1 | $455K | Hold |
20,256
| – | – | 0.01% | 443 |
|
|
2024
Q4 | $447K | Hold |
20,256
| – | – | 0.01% | 441 |
|
|
2024
Q3 | $468K | Hold |
20,256
| – | – | 0.01% | 419 |
|
|
2024
Q2 | $447K | Sell |
20,256
-96
| -0.5% | -$2.12K | 0.01% | 411 |
|
|
2024
Q1 | $453K | Hold |
20,352
| – | – | 0.01% | 391 |
|
|
2023
Q4 | $457K | Buy |
20,352
+96
| +0.5% | +$2.16K | 0.01% | 359 |
|
|
2023
Q3 | $427K | Hold |
20,256
| – | – | 0.01% | 345 |
|
|
2023
Q2 | $446K | Buy |
20,256
+11,062
| +120% | +$244K | 0.01% | 350 |
|
|
2023
Q1 | $205K | Buy |
+9,194
| New | +$205K | ﹤0.01% | 459 |
|