AE Wealth Management’s Schwab 1-5 Year Corporate Bond ETF SCHJ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-1,084
| Closed | -$26.4K | – | 2262 |
|
|
2024
Q4 | $26.4K | Buy |
+1,084
| New | +$26.4K | ﹤0.01% | 1670 |
|
|
2022
Q3 | – | Sell |
-16,016
| Closed | -$380K | – | 1855 |
|
|
2022
Q2 | $380K | Sell |
16,016
-56,494
| -78% | -$1.34M | ﹤0.01% | 1328 |
|
|
2022
Q1 | $1.76M | Sell |
72,510
-205,796
| -74% | -$5M | 0.01% | 735 |
|
|
2021
Q4 | $7.03M | Sell |
278,306
-67,556
| -20% | -$1.71M | 0.05% | 350 |
|
|
2021
Q3 | $8.83M | Sell |
345,862
-99,012
| -22% | -$2.53M | 0.07% | 256 |
|
|
2021
Q2 | $11.4M | Buy |
444,874
+147,488
| +50% | +$3.77M | 0.1% | 203 |
|
|
2021
Q1 | $7.58M | Buy |
+297,386
| New | +$7.58M | 0.08% | 251 |
|