Carson Wealth (CWM LLC)’s Schwab 1-5 Year Corporate Bond ETF SCHJ Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4K | Hold |
157
| – | – | ﹤0.01% | 4705 |
|
|
2025
Q1 | $4K | Hold |
157
| – | – | ﹤0.01% | 4559 |
|
|
2024
Q4 | $4K | Sell |
157
-1
| -0.6% | -$25 | ﹤0.01% | 4353 |
|
|
2024
Q3 | $4K | Hold |
158
| – | – | ﹤0.01% | 4208 |
|
|
2024
Q2 | $4K | Hold |
158
| – | – | ﹤0.01% | 4000 |
|
|
2024
Q1 | $4K | Sell |
158
-166
| -51% | -$4.2K | ﹤0.01% | 3782 |
|
|
2023
Q4 | $8K | Hold |
324
| – | – | ﹤0.01% | 3300 |
|
|
2023
Q3 | $8K | Hold |
324
| – | – | ﹤0.01% | 3265 |
|
|
2023
Q2 | $8K | Buy |
324
+166
| +105% | +$4.1K | ﹤0.01% | 3230 |
|
|
2023
Q1 | $4K | Buy |
+158
| New | +$4K | ﹤0.01% | 3418 |
|
|
2022
Q3 | – | Sell |
-208
| Closed | -$5K | – | 4136 |
|
|
2022
Q2 | $5K | Sell |
208
-330
| -61% | -$7.93K | ﹤0.01% | 3003 |
|
|
2022
Q1 | $13K | Buy |
538
+172
| +47% | +$4.16K | ﹤0.01% | 2336 |
|
|
2021
Q4 | $9K | Buy |
+366
| New | +$9K | ﹤0.01% | 2424 |
|