Farther Finance Advisors’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 | $731K | Buy |
29,473
+12,176
| +70% | +$302K | 0.01% | 727 |
|
|
2025
Q1 | $425K | Buy |
17,297
+629
| +4% | +$15.5K | 0.01% | 850 |
|
|
2024
Q4 | $406K | Buy |
16,668
+3,562
| +27% | +$86.8K | 0.01% | 672 |
|
|
2024
Q3 | $325K | Buy |
13,106
+2,994
| +30% | +$74.3K | 0.01% | 790 |
|
|
2024
Q2 | $243K | Sell |
10,112
-912
| -8% | -$21.9K | 0.01% | 758 |
|
|
2024
Q1 | $265K | Sell |
11,024
-14,396
| -57% | -$346K | 0.02% | 592 |
|
|
2023
Q4 | $615K | Buy |
25,420
+25,346
| +34,251% | +$613K | 0.04% | 314 |
|
|
2023
Q3 | $1.74K | Sell |
74
-336
| -82% | -$7.89K | ﹤0.01% | 1909 |
|
|
2023
Q2 | $9.69K | Hold |
410
| – | – | ﹤0.01% | 1208 |
|
|
2023
Q1 | $9.75K | Hold |
410
| – | – | ﹤0.01% | 1123 |
|
|
2022
Q4 | $9.61K | Buy |
+410
| New | +$9.61K | ﹤0.01% | 956 |
|