Wealth Enhancement Advisory Services’s Schwab 5-10 Year Corporate Bond ETF SCHI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.22M | Sell |
53,882
-3,070
| -5% | -$69.4K | ﹤0.01% | 1630 |
|
|
2025
Q1 | $1.28M | Sell |
56,952
-358,655
| -86% | -$8.06M | ﹤0.01% | 1480 |
|
|
2024
Q4 | $9.17M | Buy |
415,607
+213,904
| +106% | +$4.72M | 0.02% | 587 |
|
|
2024
Q3 | $9.31M | Buy |
201,703
+10,816
| +6% | +$499K | 0.02% | 532 |
|
|
2024
Q2 | $8.42M | Buy |
190,887
+30,211
| +19% | +$1.33M | 0.02% | 531 |
|
|
2024
Q1 | $7.15M | Buy |
160,676
+29,802
| +23% | +$1.33M | 0.02% | 564 |
|
|
2023
Q4 | $5.88M | Buy |
130,874
+29,938
| +30% | +$1.35M | 0.02% | 568 |
|
|
2023
Q3 | $4.26M | Buy |
100,936
+96,258
| +2,058% | +$4.06M | 0.01% | 623 |
|
|
2023
Q2 | $206K | Buy |
+4,678
| New | +$206K | ﹤0.01% | 498 |
|