FSG
Financial Strategies Group’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
Q1 | – | Sell |
-22,350
| Closed | -$543K | – | 97 |
|
|
2024
Q4 | $543K | Sell |
22,350
-266
| -1% | -$6.47K | 0.13% | 60 |
|
|
2024
Q3 | $557K | Buy |
22,616
+11,154
| +97% | +$274K | 0.13% | 51 |
|
|
2024
Q2 | $555K | Sell |
11,462
-151
| -1% | -$7.31K | 0.14% | 48 |
|
|
2024
Q1 | $558K | Buy |
11,613
+40
| +0.3% | +$1.92K | 0.15% | 48 |
|
|
2023
Q4 | $559K | Sell |
11,573
-360
| -3% | -$17.4K | 0.16% | 49 |
|
|
2023
Q3 | $556K | Buy |
11,933
+2,261
| +23% | +$105K | 0.18% | 48 |
|
|
2023
Q2 | $457K | Sell |
9,672
-1,085
| -10% | -$51.3K | 0.15% | 50 |
|
|
2023
Q1 | $512K | Buy |
10,757
+1,583
| +17% | +$75.3K | 0.2% | 50 |
|
|
2022
Q4 | $430K | Sell |
9,174
-5,029
| -35% | -$236K | 0.18% | 57 |
|
|
2022
Q3 | $658K | Sell |
14,203
-2,192
| -13% | -$102K | 0.3% | 49 |
|
|
2022
Q2 | $779K | Buy |
16,395
+2,246
| +16% | +$107K | 0.33% | 41 |
|
|
2022
Q1 | $687K | Buy |
+14,149
| New | +$687K | 0.27% | 41 |
|