Creative Planning’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 | $667K | Buy |
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|
2025
Q2 | $625K | Buy |
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|
2025
Q1 | $506K | Sell |
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|
2024
Q4 | $525K | Buy |
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|
2024
Q3 | $531K | Buy |
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|
2024
Q2 | $494K | Buy |
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|
2024
Q1 | $400K | Sell |
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|
2023
Q4 | $571K | Buy |
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|
2023
Q3 | $408K | Sell |
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|
2023
Q2 | $839K | Buy |
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|
2023
Q1 | $464K | Buy |
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|
2022
Q4 | $442K | Buy |
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|
2022
Q3 | $406K | Buy |
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|
2022
Q2 | $327K | Sell |
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|
2022
Q1 | $336K | Buy |
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|
2021
Q4 | $274K | Buy |
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|
2021
Q2 | – | Sell |
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|
2021
Q1 | $505K | Buy |
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