Compass Financial Group (South Dakota)’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
Q2 | $3.11M | Buy |
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2025
Q1 | $2.58M | Buy |
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|
2024
Q4 | $1.86M | Buy |
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2024
Q3 | $1.73M | Buy |
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2024
Q2 | $1.46M | Buy |
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|
2024
Q1 | $1.13M | Buy |
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|
2023
Q4 | $901K | Buy |
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|
2023
Q3 | $668K | Buy |
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|
2023
Q2 | $488K | Buy |
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|
2023
Q1 | $300K | Buy |
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|
2022
Q4 | $222K | Buy |
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