Cannon Financial Strategists’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 | $1.34M | Hold |
54,156
| – | – | 0.21% | 40 |
|
|
2025
Q1 | $1.33M | Hold |
54,156
| – | – | 0.23% | 38 |
|
|
2024
Q4 | $1.32M | Hold |
54,156
| – | – | 0.23% | 40 |
|
|
2024
Q3 | $1.34M | Hold |
54,156
| – | – | 0.23% | 39 |
|
|
2024
Q2 | $1.31M | Hold |
54,156
| – | – | 0.25% | 34 |
|
|
2024
Q1 | $1.31M | Hold |
54,156
| – | – | 0.26% | 31 |
|
|
2023
Q4 | $1.31M | Hold |
54,156
| – | – | 0.28% | 29 |
|
|
2023
Q3 | $1.27M | Buy |
54,156
+37,678
| +229% | +$885K | 0.32% | 27 |
|
|
2023
Q2 | $389K | Hold |
16,478
| – | – | 0.11% | 62 |
|
|
2023
Q1 | $392K | Buy |
+16,478
| New | +$392K | 0.13% | 52 |
|