Creative Financial Designs’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 | $293K | Buy |
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2025
Q1 | $289K | Buy |
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|
2024
Q4 | $284K | Buy |
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|
2024
Q3 | $286K | Sell |
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|
2024
Q2 | $410K | Sell |
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|
2024
Q1 | $412K | Buy |
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|
2023
Q4 | $410K | Sell |
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|
2023
Q3 | $556K | Buy |
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|
2023
Q2 | $376K | Sell |
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|
2023
Q1 | $396K | Buy |
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|
2022
Q4 | $368K | Sell |
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|
2022
Q3 | $434K | Sell |
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|
2022
Q2 | $463K | Sell |
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|
2022
Q1 | $478K | Sell |
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|
2021
Q4 | $1.84M | Sell |
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|
2021
Q3 | $2.28M | Buy |
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|
2021
Q2 | $2.15M | Buy |
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|
2021
Q1 | $1.57M | Buy |
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