Cahill Financial 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 | $943K | Buy |
37,997
+906
| +2% | +$22.5K | 0.12% | 123 |
|
|
2025
Q1 | $914K | Buy |
37,091
+515
| +1% | +$12.7K | 0.12% | 124 |
|
|
2024
Q4 | $892K | Sell |
36,576
-13,884
| -28% | -$338K | 0.12% | 127 |
|
|
2024
Q3 | $1.25M | Buy |
50,460
+24
| +0% | +$595 | 0.17% | 95 |
|
|
2024
Q2 | $1.22M | Buy |
50,436
+1,102
| +2% | +$26.6K | 0.17% | 106 |
|
|
2024
Q1 | $1.19M | Buy |
49,334
+1,070
| +2% | +$25.9K | 0.16% | 109 |
|
|
2023
Q4 | $1.17M | Buy |
48,264
+66
| +0.1% | +$1.6K | 0.17% | 108 |
|
|
2023
Q3 | $1.13M | Buy |
48,198
+3,226
| +7% | +$75.8K | 0.19% | 107 |
|
|
2023
Q2 | $1.06M | Buy |
44,972
+18,928
| +73% | +$447K | 0.17% | 113 |
|
|
2023
Q1 | $619K | Sell |
26,044
-2,722
| -9% | -$64.7K | 0.11% | 139 |
|
|
2022
Q4 | $674K | Sell |
28,766
-7,894
| -22% | -$185K | 0.13% | 138 |
|
|
2022
Q3 | $849K | Sell |
36,660
-11,434
| -24% | -$265K | 0.18% | 118 |
|
|
2022
Q2 | $1.14M | Sell |
48,094
-5,924
| -11% | -$141K | 0.24% | 93 |
|
|
2022
Q1 | $1.31M | Sell |
54,018
-2,118
| -4% | -$51.4K | 0.25% | 93 |
|
|
2021
Q4 | $1.42M | Buy |
56,136
+54,308
| +2,971% | +$1.37M | 0.27% | 82 |
|
|
2021
Q3 | $47K | Buy |
+1,828
| New | +$47K | 0.01% | 347 |
|