Financial Architects (New Jersey)’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $4.37M | Buy |
184,842
+12
| +0% | +$284 | 0.66% | 31 |
|
|
2023
Q1 | $4.4M | Buy |
184,830
+15,540
| +9% | +$370K | 0.71% | 32 |
|
|
2022
Q4 | $3.97M | Sell |
169,290
-23,676
| -12% | -$555K | 0.66% | 32 |
|
|
2022
Q3 | $4.47M | Buy |
+192,966
| New | +$4.47M | 0.78% | 28 |
|
|
2022
Q2 | – | Sell |
-196,888
| Closed | -$4.78M | – | 232 |
|
|
2022
Q1 | $4.78M | Sell |
196,888
-1,328
| -0.7% | -$32.2K | 0.69% | 32 |
|
|
2021
Q4 | $5.01M | Sell |
198,216
-6,518
| -3% | -$165K | 0.68% | 32 |
|
|
2021
Q3 | $5.23M | Buy |
204,734
+2,536
| +1% | +$64.7K | 0.76% | 31 |
|
|
2021
Q2 | $5.17M | Buy |
202,198
+30,228
| +18% | +$773K | 0.75% | 33 |
|
|
2021
Q1 | $4.38M | Buy |
171,970
+25,548
| +17% | +$651K | 0.69% | 34 |
|
|
2020
Q4 | $3.76M | Buy |
146,422
+37,578
| +35% | +$965K | 0.7% | 34 |
|
|
2020
Q3 | $2.8M | Buy |
108,844
+22,388
| +26% | +$576K | 0.62% | 36 |
|
|
2020
Q2 | $2.22M | Buy |
86,456
+66,182
| +326% | +$1.7M | 0.51% | 45 |
|
|
2020
Q1 | $497K | Buy |
20,274
+14,874
| +275% | +$365K | 0.14% | 127 |
|
|
2019
Q4 | $135K | Buy |
+5,400
| New | +$135K | 0.03% | 290 |
|