Western Financial Corp’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	-17,144	Closed	-$385K	–	127
2023 Q4	$385K	Buy	17,144 +6,016	+54%	+$135K	0.26%	92
2023 Q3	$235K	Buy	+11,128	New	+$235K	0.17%	104
2021 Q2	–	Sell	-17,836	Closed	-$458K	–	102
2021 Q1	$458K	Buy	+17,836	New	+$458K	0.28%	54