WT Wealth Management’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
2025 Q2	$7.69M	Sell	338,085 -10,110	-3%	-$230K	2.28%	11
2025 Q1	$7.82M	Sell	348,195 -99,818	-22%	-$2.24M	2.54%	9
2024 Q4	$9.89M	Sell	448,013 -444,029	-50%	-$9.8M	3.1%	5
2024 Q3	$10.1M	Buy	+892,042	New	+$10.1M	3.24%	3