BAM
Baldrige Asset 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | $4.86M | Buy |
102,217
+914
| +0.9% | +$43.5K | 1.99% | 14 |
|
|
2022
Q4 | $4.75M | Sell |
101,303
-31,085
| -23% | -$1.46M | 2.11% | 15 |
|
|
2022
Q3 | $6.13M | Buy |
132,388
+27,914
| +27% | +$1.29M | 2.92% | 10 |
|
|
2022
Q2 | $4.96M | Buy |
104,474
+71,667
| +218% | +$3.4M | 2.27% | 12 |
|
|
2022
Q1 | $1.59M | Buy |
+32,807
| New | +$1.59M | 0.65% | 38 |
|