Valmark Advisers’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $468K | Hold |
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|
2025
Q2 | $461K | Hold |
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|
2025
Q1 | $455K | Hold |
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|
2024
Q4 | $447K | Hold |
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|
2024
Q3 | $468K | Hold |
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|
2024
Q2 | $447K | Sell |
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|
2024
Q1 | $453K | Hold |
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|
2023
Q4 | $457K | Buy |
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|
2023
Q3 | $427K | Hold |
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|
2023
Q2 | $446K | Buy |
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|
2023
Q1 | $205K | Buy |
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