Cape Investment Advisory’s Schwab 1-5 Year Corporate Bond ETF SCHJ Stock Holding History

Cape Investment Advisory’s Portfolio SCHJ Stock Details SCHJ Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$4.55M	Buy
2025 Q1	$4.42M	Buy
2024 Q4	$4.32M	Buy
2024 Q3	$2.98M	Buy
2024 Q2	$1.44M	Buy
2024 Q1	$254K	Buy
2023 Q4	$254K	Buy
2023 Q3	$168K	Buy
2023 Q2	$169K	Sell
2023 Q1	$184K	Buy