Valtinson Bruner Financial Planning’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
Q1
Sell
2024
Q4
$2.21M Buy
2024
Q3
$1.45M Sell
2024
Q2
$4.95M Buy