ACM
AlphaStar Capital Management’s Schwab 1-5 Year Corporate Bond ETF SCHJ Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $4.79M | Buy |
+192,974
| New | +$4.79M | 0.34% | 56 |
|
2024
Q4 | – | Sell |
-72,796
| Closed | -$3.61M | – | 348 |
|
2024
Q3 | $3.61M | Buy |
72,796
+4,512
| +7% | +$224K | 0.29% | 50 |
|
2024
Q2 | $3.3M | Buy |
68,284
+4,230
| +7% | +$204K | 0.3% | 43 |
|
2024
Q1 | $3.1M | Buy |
64,054
+8,155
| +15% | +$394K | 0.32% | 43 |
|
2023
Q4 | $2.7M | Buy |
55,899
+4,647
| +9% | +$225K | 0.25% | 53 |
|
2023
Q3 | $2.41M | Buy |
+51,252
| New | +$2.41M | 0.3% | 39 |
|