Client 1st Advisory Group’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
Q3 | $434K | Sell |
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|
2025
Q2 | $451K | Sell |
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|
2025
Q1 | $613K | Sell |
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|
2024
Q4 | $623K | Sell |
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|
2024
Q3 | $646K | Sell |
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|
2024
Q2 | $892K | Sell |
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|
2024
Q1 | $919K | Sell |
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|
2023
Q4 | $1.03M | Sell |
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|
2023
Q3 | $1.31M | Sell |
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|
2023
Q2 | $2.02M | Sell |
|
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|
2023
Q1 | $2.44M | Sell |
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|
2022
Q4 | $3.32M | Sell |
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|
2022
Q3 | $4.25M | Sell |
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|
2022
Q2 | $4.72M | Sell |
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|
2022
Q1 | $10.6M | Sell |
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|
2021
Q4 | $14.5M | Sell |
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|
2021
Q3 | $16.5M | Buy |
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|
2021
Q2 | $14.5M | Buy |
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|
2021
Q1 | $3.95M | Buy |
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