Dynamic Advisor Solutions’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 | $215K | Sell |
8,646
-36
| -0.4% | -$893 | 0.01% | 837 |
|
|
2025
Q1 | $214K | Buy |
+8,682
| New | +$214K | 0.01% | 794 |
|
|
2024
Q4 | – | Sell |
-8,682
| Closed | -$215K | – | 784 |
|
|
2024
Q3 | $215K | Hold |
8,682
| – | – | 0.01% | 862 |
|
|
2024
Q2 | $210K | Hold |
8,682
| – | – | 0.01% | 867 |
|
|
2024
Q1 | $210K | Hold |
8,682
| – | – | 0.01% | 851 |
|
|
2023
Q4 | $209K | Hold |
8,682
| – | – | 0.01% | 826 |
|
|
2023
Q3 | $204K | Sell |
8,682
-2,000
| -19% | -$47K | 0.01% | 777 |
|
|
2023
Q2 | $252K | Buy |
10,682
+940
| +10% | +$22.2K | 0.01% | 677 |
|
|
2023
Q1 | $232K | Hold |
9,742
| – | – | 0.01% | 663 |
|
|
2022
Q4 | $228K | Sell |
9,742
-312
| -3% | -$7.32K | 0.02% | 630 |
|
|
2022
Q3 | $233K | Buy |
+10,054
| New | +$233K | 0.02% | 588 |
|
|
2021
Q4 | – | Sell |
-24,422
| Closed | -$623K | – | 772 |
|
|
2021
Q3 | $623K | Buy |
+24,422
| New | +$623K | 0.05% | 391 |
|