Financial Architects (New Jersey)’s Schwab 1-5 Year Corporate Bond ETF SCHJ Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q2
$4.37M Buy
2023
Q1
$4.4M Buy
2022
Q4
$3.97M Sell
2022
Q3
$4.47M Buy
2022
Q2
Sell
2022
Q1
$4.78M Sell
2021
Q4
$5.01M Sell
2021
Q3
$5.23M Buy
2021
Q2
$5.17M Buy
2021
Q1
$4.38M Buy
2020
Q4
$3.76M Buy
2020
Q3
$2.8M Buy
2020
Q2
$2.22M Buy
2020
Q1
$497K Buy
2019
Q4
$135K Buy