Cetera Advisors’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 | |
---|---|---|---|---|---|---|---|---|
2024
Q1 | $5.13M | Buy |
212,494
+202,444
| +2,014% | +$4.89M | 0.04% | 451 |
|
2023
Q4 | $243K | Buy |
+10,050
| New | +$243K | ﹤0.01% | 1541 |
|
2022
Q4 | – | Sell |
-11,600
| Closed | -$269K | – | 1654 |
|
2022
Q3 | $269K | Hold |
11,600
| – | – | 0.01% | 1019 |
|
2022
Q2 | $275K | Hold |
11,600
| – | – | 0.01% | 1081 |
|
2022
Q1 | $282K | Hold |
11,600
| – | – | 0.01% | 1134 |
|
2021
Q4 | $293K | Hold |
11,600
| – | – | 0.01% | 1131 |
|
2021
Q3 | $296K | Sell |
11,600
-38
| -0.3% | -$970 | 0.01% | 1110 |
|
2021
Q2 | $298K | Buy |
+11,638
| New | +$298K | 0.01% | 1049 |
|