Cahill Financial Advisors’s Schwab 1-5 Year Corporate Bond ETF SCHJ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $943K | Buy |
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|
2025
Q1 | $914K | Buy |
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|
2024
Q4 | $892K | Sell |
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|
2024
Q3 | $1.25M | Buy |
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|
2024
Q2 | $1.22M | Buy |
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|
2024
Q1 | $1.19M | Buy |
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|
2023
Q4 | $1.17M | Buy |
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|
2023
Q3 | $1.13M | Buy |
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|
2023
Q2 | $1.06M | Buy |
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|
2023
Q1 | $619K | Sell |
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|
2022
Q4 | $674K | Sell |
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|
2022
Q3 | $849K | Sell |
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|
2022
Q2 | $1.14M | Sell |
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|
2022
Q1 | $1.31M | Sell |
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|
2021
Q4 | $1.42M | Buy |
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|
2021
Q3 | $47K | Buy |
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