Valtinson Bruner Financial Planning’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 Q1	–	Sell	-100,007	Closed	-$2.21M	–	157
2024 Q4	$2.21M	Buy	100,007 +37,205	+59%	+$821K	0.77%	32
2024 Q3	$1.45M	Sell	62,802 -161,478	-72%	-$3.73M	0.51%	46
2024 Q2	$4.95M	Buy	+224,280	New	+$4.95M	1.96%	15