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 |
|