Foundations Investment 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 | $2.46M | Buy |
99,349
+10,486
| +12% | +$260K | 0.04% | 282 |
|
|
2025
Q1 | $2.19M | Buy |
88,863
+5,473
| +7% | +$135K | 0.04% | 283 |
|
|
2024
Q4 | $2.03M | Buy |
83,390
+9,722
| +13% | +$237K | 0.04% | 288 |
|
|
2024
Q3 | $1.83M | Buy |
73,668
+30,914
| +72% | +$767K | 0.04% | 286 |
|
|
2024
Q2 | $1.03M | Buy |
42,754
+15,538
| +57% | +$375K | 0.03% | 332 |
|
|
2024
Q1 | $658K | Buy |
+27,216
| New | +$658K | 0.02% | 405 |
|