White & Co Financial Planning’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
$7.85M Buy
2025
Q2
$7.44M Buy
2025
Q1
$7.32M Sell
2024
Q4
$7.22M Buy