Golden State Equity Partners’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 | $273K | Buy |
10,988
+300
| +3% | +$7.44K | 0.05% | 354 |
|
|
2025
Q1 | $263K | Buy |
10,688
+1,400
| +15% | +$34.5K | 0.05% | 361 |
|
|
2024
Q4 | $226K | Buy |
+9,288
| New | +$226K | 0.04% | 385 |
|
|
2024
Q3 | – | Sell |
-9,288
| Closed | -$224K | – | 888 |
|
|
2024
Q2 | $224K | Buy |
+9,288
| New | +$224K | 0.05% | 370 |
|
|
2023
Q4 | $226K | Buy |
+9,340
| New | +$226K | 0.05% | 325 |
|