Aptus Capital Advisors’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
Q2 | $138K | Buy |
5,545
+16
| +0.3% | +$397 | ﹤0.01% | 1000 |
|
|
2025
Q1 | $136K | Buy |
5,529
+927
| +20% | +$22.8K | ﹤0.01% | 954 |
|
|
2024
Q4 | $112K | Buy |
4,602
+3,766
| +450% | +$91.8K | ﹤0.01% | 977 |
|
|
2024
Q3 | $10.4K | Buy |
+836
| New | +$10.4K | ﹤0.01% | 1092 |
|
|
2023
Q4 | – | Sell |
-500
| Closed | -$11.7K | – | 975 |
|
|
2023
Q3 | $11.7K | Hold |
500
| – | – | ﹤0.01% | 790 |
|
|
2023
Q2 | $11.8K | Sell |
500
-1,500
| -75% | -$35.5K | ﹤0.01% | 682 |
|
|
2023
Q1 | $47.6K | Hold |
2,000
| – | – | ﹤0.01% | 566 |
|
|
2022
Q4 | $46.9K | Hold |
2,000
| – | – | ﹤0.01% | 598 |
|
|
2022
Q3 | $46K | Buy |
+2,000
| New | +$46K | ﹤0.01% | 556 |
|