WT Wealth Management’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
$8.13M Buy
2025
Q2
$7.69M Sell
2025
Q1
$7.82M Sell
2024
Q4
$9.89M Sell
2024
Q3
$10.1M Buy