CAPTRUST Financial Advisors’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
Q2 | $341K | Hold |
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|
2025
Q1 | $338K | Sell |
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|
2024
Q4 | $338K | Buy |
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|
2024
Q3 | $335K | Hold |
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|
2024
Q2 | $326K | Sell |
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|
2024
Q1 | $357K | Buy |
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|
2023
Q4 | $329K | Sell |
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|
2023
Q3 | $389K | Hold |
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|
2023
Q2 | $391K | Hold |
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|
2023
Q1 | $394K | Hold |
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|
2022
Q4 | $388K | Sell |
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|
2022
Q3 | $499K | Sell |
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|
2022
Q2 | $512K | Buy |
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|
2022
Q1 | $411K | Sell |
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|
2021
Q4 | $923K | Hold |
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|
2021
Q3 | $932K | Buy |
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|
2021
Q2 | $833K | Hold |
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|
2021
Q1 | $830K | Buy |
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