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Vertex Planning Partners’s Schwab 5-10 Year Corporate Bond ETF SCHI Stock Holding History

Vertex Planning Partners’s Portfolio SCHI Stock Details SCHI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-11,870
Closed -$267K – 161
2023
Q4 		$267K Buy
+11,870
New +$267K 0.08% 127