Financial Strategies Group’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
2025
Q1
Sell
2024
Q4
$543K Sell
2024
Q3
$557K Buy
2024
Q2
$555K Sell
2024
Q1
$558K Buy
2023
Q4
$559K Sell
2023
Q3
$556K Buy
2023
Q2
$457K Sell
2023
Q1
$512K Buy
2022
Q4
$430K Sell
2022
Q3
$658K Sell
2022
Q2
$779K Buy
2022
Q1
$687K Buy