Clearwater Capital 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.63M | Sell |
105,862
-448
| -0.4% | -$11.1K | 0.24% | 48 |
|
|
2025
Q1 | $2.62M | Sell |
106,310
-1,513
| -1% | -$37.3K | 0.25% | 49 |
|
|
2024
Q4 | $2.63M | Buy |
107,823
+68,795
| +176% | +$1.68M | 0.26% | 49 |
|
|
2024
Q3 | $968K | Buy |
39,028
+180
| +0.5% | +$4.47K | 0.09% | 80 |
|
|
2024
Q2 | $938K | Buy |
38,848
+4,610
| +13% | +$111K | 0.1% | 74 |
|
|
2024
Q1 | $827K | Buy |
34,238
+438
| +1% | +$10.6K | 0.09% | 73 |
|
|
2023
Q4 | $818K | Buy |
+33,800
| New | +$818K | 0.09% | 72 |
|