Concourse Financial Group Securities’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
Q1 | – | Hold |
0
| – | – | – | 6822 |
|
|
2024
Q4 | – | Hold |
0
| – | – | – | 7386 |
|
|
2024
Q3 | – | Hold |
0
| – | – | – | 7377 |
|
|
2024
Q2 | – | Hold |
0
| – | – | – | 7386 |
|
|
2024
Q1 | – | Hold |
0
| – | – | – | 7385 |
|
|
2023
Q4 | – | Sell |
-2,588
| Closed | -$60.8K | – | 7318 |
|
|
2023
Q3 | $60.8K | Buy |
+2,588
| New | +$60.8K | ﹤0.01% | 1006 |
|
|
2023
Q2 | – | Hold |
0
| – | – | – | 6979 |
|
|
2023
Q1 | – | Hold |
0
| – | – | – | 6734 |
|
|
2022
Q4 | – | Hold |
0
| – | – | – | 6745 |
|
|
2022
Q3 | – | Hold |
0
| – | – | – | 6569 |
|
|
2022
Q2 | – | Hold |
0
| – | – | – | 6508 |
|
|
2022
Q1 | – | Hold |
0
| – | – | – | 6388 |
|
|
2021
Q4 | – | Hold |
0
| – | – | – | 6325 |
|
|
2021
Q3 | – | Hold |
0
| – | – | – | 6131 |
|
|
2021
Q2 | – | Hold |
0
| – | – | – | 5920 |
|
|
2021
Q1 | – | Hold |
0
| – | – | – | 5719 |
|
|
2020
Q4 | – | Hold |
0
| – | – | – | 5557 |
|
|
2020
Q3 | – | Hold |
0
| – | – | – | 5345 |
|
|
2020
Q2 | – | Hold |
0
| – | – | – | 5206 |
|
|
2020
Q1 | – | Hold |
0
| – | – | – | 5166 |
|
|
2019
Q4 | – | Hold |
0
| – | – | – | 5093 |
|