WealthBridge Capital 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 | $450K | Sell |
19,756
-414
| -2% | -$9.42K | 0.11% | 129 |
|
|
2025
Q1 | $453K | Buy |
20,170
+1,086
| +6% | +$24.4K | 0.13% | 117 |
|
|
2024
Q4 | $421K | Buy |
19,084
+700
| +4% | +$15.4K | 0.12% | 122 |
|
|
2024
Q3 | $424K | Buy |
18,384
+1,400
| +8% | +$32.3K | 0.12% | 122 |
|
|
2024
Q2 | $374K | Buy |
16,984
+3,700
| +28% | +$81.6K | 0.12% | 117 |
|
|
2024
Q1 | $296K | Buy |
+13,284
| New | +$296K | 0.1% | 133 |
|