B. Riley Wealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $3.25M | Sell |
133,515
-10,781
| -7% | -$263K | 0.11% | 194 |
|
|
2024
Q3 | $3.58M | Sell |
144,296
-1,452
| -1% | -$36K | 0.1% | 201 |
|
|
2024
Q2 | $3.52M | Buy |
145,748
+15,492
| +12% | +$374K | 0.09% | 214 |
|
|
2024
Q1 | $3.06M | Sell |
130,256
-6,140
| -5% | -$144K | 0.08% | 236 |
|
|
2023
Q4 | $3.3M | Buy |
136,396
+6,140
| +5% | +$149K | 0.09% | 235 |
|
|
2023
Q3 | $3.06M | Sell |
130,256
-2,166
| -2% | -$50.9K | 0.08% | 236 |
|
|
2023
Q2 | $3.13M | Buy |
132,422
+4,624
| +4% | +$109K | 0.07% | 270 |
|
|
2023
Q1 | $3.04M | Buy |
127,798
+3,068
| +2% | +$73K | 0.08% | 243 |
|
|
2022
Q4 | $2.92M | Buy |
124,730
+6,332
| +5% | +$148K | 0.08% | 249 |
|
|
2022
Q3 | $2.74M | Sell |
118,398
-664
| -0.6% | -$15.4K | 0.08% | 240 |
|
|
2022
Q2 | $2.83M | Buy |
119,062
+6,366
| +6% | +$151K | 0.12% | 177 |
|
|
2022
Q1 | $2.74M | Buy |
112,696
+4,118
| +4% | +$100K | 0.09% | 235 |
|
|
2021
Q4 | $2.75M | Buy |
108,578
+5,516
| +5% | +$139K | 0.08% | 274 |
|
|
2021
Q3 | $2.63M | Sell |
103,062
-950
| -0.9% | -$24.3K | 0.08% | 272 |
|
|
2021
Q2 | $2.66M | Sell |
104,012
-1,760
| -2% | -$45K | 0.09% | 271 |
|
|
2021
Q1 | $2.7M | Buy |
+105,772
| New | +$2.7M | 0.1% | 243 |
|