WealthPlan Investment Management’s Schwab 5-10 Year Corporate Bond ETF SCHI Stock Holding History

WealthPlan Investment Management’s Portfolio SCHI Stock Details SCHI Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$395K	Sell
2025 Q2	$402K	Sell
2025 Q1	$400K	Sell
2024 Q4	$419K	Buy