West Wealth Group’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
2024 Q1	–	Sell	-80,088	Closed	-$1.8M	–	90
2023 Q4	$1.8M	Buy	80,088 +1,600	+2%	+$36K	0.71%	22
2023 Q3	$1.66M	Buy	+78,488	New	+$1.66M	0.72%	22
2022 Q4	–	Sell	-23,140	Closed	-$486K	–	76
2022 Q3	$486K	Buy	+23,140	New	+$486K	0.25%	34