WealthPLAN Partners’s Schwab 5-10 Year Corporate Bond ETF SCHI Stock Holding History

WealthPLAN Partners’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
2024 Q4	–	Sell
2024 Q3	$445K	Sell
2024 Q2	$450K	Sell
2024 Q1	$525K	Sell
2023 Q4	$975K	Buy
2023 Q3	$797K	Buy
2023 Q2	$416K	Buy
2023 Q1	$8.84K	Buy
2021 Q2	–	Sell
2021 Q1	$418K	Sell
2020 Q4	$479K	Buy