WestHill Financial Advisors’s Schwab 5-10 Year Corporate Bond ETF SCHI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $13.7M | Buy |
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|
2025
Q2 | $12.7M | Buy |
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2025
Q1 | $12.5M | Buy |
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|
2024
Q4 | $10.9M | Sell |
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|
2024
Q3 | $11.8M | Buy |
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|
2024
Q2 | $10.9M | Buy |
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|
2024
Q1 | $10.9M | Buy |
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|
2023
Q4 | $10.5M | Sell |
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|
2023
Q3 | $10M | Buy |
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|
2023
Q2 | $10.2M | Buy |
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|
2023
Q1 | $10.1M | Buy |
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|
2022
Q4 | $9.19M | Sell |
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|
2022
Q3 | $8.97M | Buy |
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|
2022
Q2 | $9.13M | Sell |
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|
2022
Q1 | $9.92M | Buy |
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|
2021
Q4 | $9.94M | Buy |
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|
2021
Q3 | $9.65M | Buy |
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