Cape Investment Advisory’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
Q4 | $8.08M | Buy |
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|
2025
Q3 | – | Sell |
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|
2025
Q2 | $4.55M | Buy |
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|
2025
Q1 | $4.42M | Buy |
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|
2024
Q4 | $4.32M | Buy |
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|
2024
Q3 | $2.98M | Buy |
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|
2024
Q2 | $1.44M | Buy |
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|
2024
Q1 | $254K | Buy |
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|
2023
Q4 | $254K | Buy |
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|
2023
Q3 | $168K | Buy |
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|
2023
Q2 | $169K | Sell |
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|
2023
Q1 | $184K | Buy |
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