EL
Essex LLC’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 | $3.2M | Buy |
128,883
+3,808
| +3% | +$94.5K | 0.63% | 38 |
|
|
2025
Q1 | $3.08M | Sell |
125,075
-3,575
| -3% | -$88.1K | 0.67% | 37 |
|
|
2024
Q4 | $3.14M | Buy |
128,650
+64,255
| +100% | +$1.57M | 0.66% | 40 |
|
|
2024
Q3 | $3.19M | Hold |
64,395
| – | – | 0.65% | 41 |
|
|
2024
Q2 | $3.11M | Sell |
64,395
-980
| -1% | -$47.3K | 0.7% | 43 |
|
|
2024
Q1 | $3.16M | Buy |
65,375
+380
| +0.6% | +$18.4K | 0.73% | 44 |
|
|
2023
Q4 | $3.14M | Buy |
64,995
+44,830
| +222% | +$2.17M | 0.78% | 41 |
|
|
2023
Q3 | $947K | Sell |
20,165
-130
| -0.6% | -$6.11K | 0.27% | 80 |
|
|
2023
Q2 | $959K | Sell |
20,295
-1,085
| -5% | -$51.3K | 0.27% | 80 |
|
|
2023
Q1 | $1M | Hold |
21,380
| – | – | 0.3% | 79 |
|
|
2022
Q4 | $1M | Buy |
+21,380
| New | +$1M | 0.3% | 79 |
|