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Wealthspire Advisors (New York)’s Schwab 5-10 Year Corporate Bond ETF SCHI Stock Holding History

Wealthspire Advisors (New York)’s Portfolio SCHI Stock Details SCHI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-11,340
Closed -$262K – 834
2024
Q3 		$262K Buy
+11,340
New +$262K ﹤0.01% 651