Cambridge Investment Research 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
$1.55M Sell
62,613
-5,584
-8% -$139K ﹤0.01% 1624
2025
Q1
$1.68M Buy
68,197
+21,010
+45% +$518K 0.01% 1460
2024
Q4
$1.15M Sell
47,187
-82,143
-64% -$2M ﹤0.01% 1753
2024
Q3
$3.21M Buy
129,330
+31,322
+32% +$777K 0.01% 1042
2024
Q2
$2.37M Buy
98,008
+25,546
+35% +$617K 0.01% 1179
2024
Q1
$1.75M Buy
72,462
+14,504
+25% +$350K 0.01% 1355
2023
Q4
$1.4M Buy
57,958
+16,996
+41% +$411K 0.01% 1430
2023
Q3
$962K Buy
40,962
+22,052
+117% +$518K ﹤0.01% 1611
2023
Q2
$447K Sell
18,910
-8,904
-32% -$210K ﹤0.01% 2218
2023
Q1
$661K Sell
27,814
-25,680
-48% -$610K ﹤0.01% 1893
2022
Q4
$1.25M Buy
53,494
+270
+0.5% +$6.33K 0.01% 1364
2022
Q3
$1.23M Sell
53,224
-1,352
-2% -$31.3K 0.01% 1336
2022
Q2
$1.3M Sell
54,576
-88,608
-62% -$2.1M 0.01% 1280
2022
Q1
$3.48M Sell
143,184
-40,250
-22% -$977K 0.02% 830
2021
Q4
$4.64M Buy
183,434
+8,758
+5% +$221K 0.02% 676
2021
Q3
$4.46M Sell
174,676
-26,322
-13% -$672K 0.02% 659
2021
Q2
$5.14M Buy
200,998
+126,228
+169% +$3.23M 0.02% 604
2021
Q1
$1.91M Buy
74,770
+62,768
+523% +$1.6M 0.01% 1038
2020
Q4
$308K Buy
+12,002
New +$308K ﹤0.01% 2112
2020
Q3
Sell
-8,070
Closed -$207K 2588
2020
Q2
$207K Buy
+8,070
New +$207K ﹤0.01% 2150