Creative Planning’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
Q2 | $625K | Buy |
25,195
+4,644
| +23% | +$115K | ﹤0.01% | 2260 |
|
|
2025
Q1 | $506K | Sell |
20,551
-996
| -5% | -$24.5K | ﹤0.01% | 2271 |
|
|
2024
Q4 | $525K | Buy |
21,547
+151
| +0.7% | +$3.68K | ﹤0.01% | 2169 |
|
|
2024
Q3 | $531K | Buy |
21,396
+922
| +5% | +$22.9K | ﹤0.01% | 2054 |
|
|
2024
Q2 | $494K | Buy |
20,474
+3,932
| +24% | +$94.9K | ﹤0.01% | 1947 |
|
|
2024
Q1 | $400K | Sell |
16,542
-7,060
| -30% | -$171K | ﹤0.01% | 2017 |
|
|
2023
Q4 | $571K | Buy |
23,602
+6,248
| +36% | +$151K | ﹤0.01% | 1616 |
|
|
2023
Q3 | $408K | Sell |
17,354
-18,164
| -51% | -$427K | ﹤0.01% | 1698 |
|
|
2023
Q2 | $839K | Buy |
35,518
+16,014
| +82% | +$378K | ﹤0.01% | 1219 |
|
|
2023
Q1 | $464K | Buy |
19,504
+654
| +3% | +$15.6K | ﹤0.01% | 1507 |
|
|
2022
Q4 | $442K | Buy |
18,850
+1,302
| +7% | +$30.5K | ﹤0.01% | 1489 |
|
|
2022
Q3 | $406K | Buy |
17,548
+3,792
| +28% | +$87.7K | ﹤0.01% | 1450 |
|
|
2022
Q2 | $327K | Sell |
13,756
-94
| -0.7% | -$2.24K | ﹤0.01% | 1546 |
|
|
2022
Q1 | $336K | Buy |
13,850
+3,020
| +28% | +$73.3K | ﹤0.01% | 1552 |
|
|
2021
Q4 | $274K | Buy |
+10,830
| New | +$274K | ﹤0.01% | 1683 |
|
|
2021
Q2 | – | Sell |
-19,800
| Closed | -$505K | – | 2284 |
|
|
2021
Q1 | $505K | Buy |
+19,800
| New | +$505K | ﹤0.01% | 1410 |
|