Avantax Advisory Services’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 | $587K | Sell |
23,658
-581
| -2% | -$14.4K | ﹤0.01% | 1489 |
|
|
2025
Q1 | $597K | Buy |
24,239
+1,370
| +6% | +$33.8K | ﹤0.01% | 1390 |
|
|
2024
Q4 | $557K | Sell |
22,869
-2,375
| -9% | -$57.9K | ﹤0.01% | 1369 |
|
|
2024
Q3 | $626K | Buy |
25,244
+10,560
| +72% | +$262K | ﹤0.01% | 1273 |
|
|
2024
Q2 | $354K | Buy |
14,684
+916
| +7% | +$22.1K | ﹤0.01% | 1589 |
|
|
2024
Q1 | $333K | Buy |
13,768
+260
| +2% | +$6.28K | ﹤0.01% | 1243 |
|
|
2023
Q4 | $327K | Buy |
13,508
+2,170
| +19% | +$52.5K | ﹤0.01% | 1195 |
|
|
2023
Q3 | $266K | Buy |
11,338
+1,728
| +18% | +$40.6K | ﹤0.01% | 1268 |
|
|
2023
Q2 | $227K | Buy |
+9,610
| New | +$227K | ﹤0.01% | 1339 |
|