Wealth Enhancement Advisory Services
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Wealth Enhancement Advisory Services’s Schwab 5-10 Year Corporate Bond ETF SCHI Stock Holding History

Wealth Enhancement Advisory Services’s Portfolio SCHI Stock Details SCHI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$1.22M Sell
2025
Q1 		$1.28M Sell
2024
Q4 		$9.17M Buy
2024
Q3 		$9.31M Buy
2024
Q2 		$8.42M Buy
2024
Q1 		$7.15M Buy
2023
Q4 		$5.88M Buy
2023
Q3 		$4.26M Buy
2023
Q2 		$206K Buy