CFD
Creative Financial Designs’s Schwab 1-5 Year Corporate Bond ETF SCHJ Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $293K | Buy |
11,824
+101
| +0.9% | +$2.51K | 0.02% | 406 |
|
|
2025
Q1 | $289K | Buy |
11,723
+70
| +0.6% | +$1.73K | 0.02% | 370 |
|
|
2024
Q4 | $284K | Buy |
11,653
+5,888
| +102% | +$144K | 0.02% | 373 |
|
|
2024
Q3 | $286K | Sell |
5,765
-2,725
| -32% | -$135K | 0.02% | 376 |
|
|
2024
Q2 | $410K | Sell |
8,490
-37
| -0.4% | -$1.79K | 0.04% | 304 |
|
|
2024
Q1 | $412K | Buy |
8,527
+53
| +0.6% | +$2.56K | 0.04% | 292 |
|
|
2023
Q4 | $410K | Sell |
8,474
-3,370
| -28% | -$163K | 0.04% | 267 |
|
|
2023
Q3 | $556K | Buy |
11,844
+3,880
| +49% | +$182K | 0.06% | 199 |
|
|
2023
Q2 | $376K | Sell |
7,964
-358
| -4% | -$16.9K | 0.04% | 247 |
|
|
2023
Q1 | $396K | Buy |
8,322
+484
| +6% | +$23K | 0.05% | 236 |
|
|
2022
Q4 | $368K | Sell |
7,838
-1,529
| -16% | -$71.7K | 0.05% | 244 |
|
|
2022
Q3 | $434K | Sell |
9,367
-376
| -4% | -$17.4K | 0.07% | 197 |
|
|
2022
Q2 | $463K | Sell |
9,743
-103
| -1% | -$4.9K | 0.08% | 189 |
|
|
2022
Q1 | $478K | Sell |
9,846
-26,646
| -73% | -$1.29M | 0.07% | 199 |
|
|
2021
Q4 | $1.85M | Sell |
36,492
-8,227
| -18% | -$416K | 0.28% | 79 |
|
|
2021
Q3 | $2.28M | Buy |
44,719
+2,678
| +6% | +$137K | 0.38% | 63 |
|
|
2021
Q2 | $2.15M | Buy |
42,041
+11,180
| +36% | +$572K | 0.37% | 61 |
|
|
2021
Q1 | $1.57M | Buy |
+30,861
| New | +$1.57M | 0.31% | 72 |
|