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White & Co Financial Planning’s Schwab 5-10 Year Corporate Bond ETF SCHI Stock Holding History

White & Co Financial Planning’s Portfolio SCHI Stock Details SCHI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$7.44M Buy
328,078
+1,679
+0.5% +$38.1K 5.95% 7
2025
Q1 		$7.32M Sell
326,399
-847
-0.3% -$19K 6.31% 7
2024
Q4 		$7.22M Buy
+327,246
New +$7.22M 6.13% 7