Cetera Investment Advisers’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $7.73M | Sell |
311,546
-19,186
| -6% | -$476K | 0.01% | 953 |
|
|
2025
Q1 | $8.15M | Sell |
330,732
-11,750
| -3% | -$290K | 0.02% | 863 |
|
|
2024
Q4 | $8.35M | Buy |
342,482
+5,656
| +2% | +$138K | 0.02% | 793 |
|
|
2024
Q3 | $8.36M | Buy |
336,826
+7,868
| +2% | +$195K | 0.02% | 769 |
|
|
2024
Q2 | $7.94M | Sell |
328,958
-6,376
| -2% | -$154K | 0.02% | 769 |
|
|
2024
Q1 | $8.1M | Buy |
335,334
+106,194
| +46% | +$2.57M | 0.02% | 752 |
|
|
2023
Q4 | $5.54M | Buy |
+229,140
| New | +$5.54M | 0.05% | 401 |
|
|
2022
Q4 | – | Sell |
-30,946
| Closed | -$716K | – | 2138 |
|
|
2022
Q3 | $716K | Buy |
30,946
+2,838
| +10% | +$65.7K | 0.01% | 849 |
|
|
2022
Q2 | $667K | Sell |
28,108
-9,422
| -25% | -$224K | 0.01% | 955 |
|
|
2022
Q1 | $911K | Buy |
37,530
+114
| +0.3% | +$2.77K | 0.01% | 850 |
|
|
2021
Q4 | $946K | Buy |
37,416
+6,586
| +21% | +$167K | 0.01% | 827 |
|
|
2021
Q3 | $787K | Buy |
30,830
+15,856
| +106% | +$405K | 0.01% | 876 |
|
|
2021
Q2 | $383K | Buy |
+14,974
| New | +$383K | 0.01% | 1270 |
|