Wagner Wealth Management’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 | $259 | Sell |
11
-164
| -94% | -$3.86K | ﹤0.01% | 244 |
|
|
2025
Q1 | $3.93K | Buy |
175
+13
| +8% | +$292 | ﹤0.01% | 206 |
|
|
2024
Q4 | $3.57K | Buy |
162
+60
| +59% | +$1.32K | ﹤0.01% | 210 |
|
|
2024
Q3 | $2.35K | Buy |
102
+12
| +13% | +$277 | ﹤0.01% | 206 |
|
|
2024
Q2 | $1.99K | Buy |
90
+12
| +15% | +$265 | ﹤0.01% | 238 |
|
|
2024
Q1 | $1.74K | Buy |
78
+14
| +22% | +$311 | ﹤0.01% | 233 |
|
|
2023
Q4 | $1.44K | Buy |
64
+10
| +19% | +$225 | ﹤0.01% | 220 |
|
|
2023
Q3 | $1.14K | Buy |
54
+46
| +575% | +$970 | ﹤0.01% | 201 |
|
|
2023
Q2 | $176 | Buy |
8
+2
| +33% | +$44 | ﹤0.01% | 216 |
|
|
2023
Q1 | $134 | Buy |
6
+2
| +50% | +$45 | ﹤0.01% | 211 |
|
|
2022
Q4 | $86 | Buy |
+4
| New | +$86 | ﹤0.01% | 231 |
|