AE Wealth Management’s Schwab 1-5 Year Corporate Bond ETF SCHJ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q4 | $35.1K | Hold |
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|
2025
Q3 | $35.1K | Buy |
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|
2025
Q1 | – | Sell |
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|
2024
Q4 | $26.4K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $380K | Sell |
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|
2022
Q1 | $1.76M | Sell |
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|
2021
Q4 | $7.03M | Sell |
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|
2021
Q3 | $8.83M | Sell |
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|
2021
Q2 | $11.4M | Buy |
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|
2021
Q1 | $7.58M | Buy |
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